SCHWAB STRATEGIC TRUST - SCHE

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026

13D/13G major owners: Ownership tab.

Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.

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Investor	History	Status	Shares held	Market value ($000)	% of portfolio	Previous %	Rank	Change in shares	% change in shares	Source	Date reported
Creative Planning	History	No change	21,086,695	764,603	0.45%	0.45%	1	0	0.0%	Q2 2026	Aug 13, 2026
Financial Engines Advisors L.L.C.	History	No change	15,123,069	548,362	0.97%	0.97%	2	0	0.0%	Q2 2026	Aug 14, 2026
HighTower Advisors, LLC	History	No change	9,474,823	343,557	0.33%	0.33%	3	0	0.0%	Q2 2026	Aug 05, 2026
US BANCORP \DE\	History	No change	3,415,025	123,828	0.14%	0.14%	4	0	0.0%	Q2 2026	Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	History	No change	3,178,103	115,238	0.06%	0.06%	5	0	0.0%	Q2 2026	Aug 12, 2026
SageView Advisory Group, LLC	History	No change	3,169,433	114,923	3.77%	3.77%	6	0	0.0%	Q2 2026	Aug 10, 2026
Rakuten Investment Management, Inc.	History	No change	2,945,288	105,853	0.31%	0.31%	7	0	0.0%	Q2 2026	Aug 17, 2026
JONES FINANCIAL COMPANIES LLLP	History	No change	2,351,762	84,083	0.03%	0.03%	8	0	0.0%	Q2 2026	Aug 14, 2026
REBALANCE, LLC	History	No change	2,298,258	83,334	4.37%	4.37%	9	0	0.0%	Q2 2026	Jul 16, 2026
MORGAN STANLEY	History	No change	2,289,500	83,017	0.0%	0.0%	10	0	0.0%	Q2 2026	Aug 13, 2026
Orgel Wealth Management, LLC	History	No change	2,198,585	79,720	1.51%	1.51%	11	0	0.0%	Q2 2026	Jul 13, 2026
MATHER GROUP, LLC.	History	No change	2,118,024	76,799	0.67%	0.67%	12	0	0.0%	Q2 2026	Jul 27, 2026
MONETA GROUP INVESTMENT ADVISORS LLC	History	No change	1,941,101	70,384	0.52%	0.52%	13	0	0.0%	Q2 2026	Aug 14, 2026
Sanctuary Advisors, LLC	History	No change	1,761,499	63,871	0.3%	0.3%	14	0	0.0%	Q2 2026	Aug 13, 2026
Krilogy Financial LLC	History	No change	1,737,850	63,014	1.86%	1.86%	15	0	0.0%	Q2 2026	Jul 27, 2026
Charles Schwab Trust Co	History	No change	1,651,919	59,898	3.34%	3.34%	16	0	0.0%	Q2 2026	Jul 10, 2026
ENVESTNET ASSET MANAGEMENT INC	History	No change	1,564,651	56,717	0.01%	0.01%	17	0	0.0%	Q2 2026	Sep 23, 2026
JPMORGAN CHASE & CO	History	No change	1,572,456	56,514	0.0%	0.0%	18	0	0.0%	Q2 2026	Aug 12, 2026
FMR LLC	History	No change	1,548,538	56,150	0.0%	0.0%	19	0	0.0%	Q2 2026	Aug 13, 2026
Mariner, LLC	History	No change	1,540,632	55,826	0.06%	0.06%	20	0	0.0%	Q2 2026	Aug 13, 2026
Heartwood Wealth Advisors LLC	History	Reduced	1,517,959	55,329	4.37%	4.28%	21	-711	-0.05%	Q3 2026	Oct 05, 2026
WELLS FARGO & COMPANY/MN	History	No change	1,489,129	53,995	0.01%	0.01%	22	0	0.0%	Q2 2026	Aug 14, 2026
Corient Private Wealth LP	History	No change	1,446,830	52,462	0.07%	0.07%	23	0	0.0%	Q2 2026	Aug 27, 2026
Mountain Capital Investment Advisors Inc.	History	No change	1,444,034	52,360	7.46%	7.46%	24	0	0.0%	Q2 2026	Jul 14, 2026
MERCER GLOBAL ADVISORS INC /ADV	History	No change	1,391,990	50,473	0.06%	0.06%	25	0	0.0%	Q2 2026	Aug 19, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	History	No change	1,311,736	46,995	0.08%	0.08%	26	0	0.0%	Q2 2026	Jul 15, 2026
Fund Evaluation Group, LLC	History	No change	1,153,361	41,820	1.13%	1.13%	27	0	0.0%	Q2 2026	Aug 07, 2026
RAINEY & RANDALL WEALTH ADVISORS INC.	History	No change	1,095,808	39,733	5.68%	5.68%	28	0	0.0%	Q2 2026	Jul 23, 2026
Waverly Advisors, LLC	History	No change	1,017,905	36,909	0.21%	0.21%	29	0	0.0%	Q2 2026	Aug 14, 2026
Wealthspire Advisors, LLC	History	No change	1,005,812	36,470	0.2%	0.2%	30	0	0.0%	Q2 2026	Aug 11, 2026
COOPER/HAIMS ADVISORS, LLC	History	No change	992,925	36,003	15.49%	15.49%	31	0	0.0%	Q2 2026	Aug 14, 2026
JMG Financial Group, Ltd.	History	No change	960,587	34,830	0.84%	0.84%	32	0	0.0%	Q2 2026	Jul 31, 2026
Cerity Partners LLC	History	No change	901,137	32,686	0.04%	0.04%	33	0	0.0%	Q2 2026	Aug 14, 2026
UBS Group AG	History	No change	893,714	32,406	0.0%	0.0%	34	0	0.0%	Q2 2026	Aug 13, 2026
BENJAMIN EDWARDS INC	History	No change	857,565	31,092	0.28%	0.28%	35	0	0.0%	Q2 2026	Jul 24, 2026
Cetera Investment Advisers	History	No change	823,721	29,868	0.03%	0.03%	36	0	0.0%	Q2 2026	Aug 12, 2026
HBK Sorce Advisory LLC	History	No change	768,693	28,203	0.53%	0.53%	37	0	0.0%	Q2 2026	Aug 06, 2026
SCS Capital Management LLC	History	No change	737,603	26,745	0.25%	0.25%	38	0	0.0%	Q2 2026	Aug 06, 2026
OSAIC HOLDINGS, INC.	History	No change	694,776	25,194	0.03%	0.03%	39	0	0.0%	Q2 2026	Aug 14, 2026
Focus Partners Wealth	History	No change	682,534	24,748	0.03%	0.03%	40	0	0.0%	Q2 2026	Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP	History	No change	644,048	23,353	0.0%	0.0%	41	0	0.0%	Q2 2026	Aug 14, 2026
Ballentine Partners, LLC	History	No change	636,075	23,064	0.28%	0.28%	42	0	0.0%	Q2 2026	Jul 17, 2026
BlueSky Wealth Advisors, LLC	History	No change	623,170	22,596	2.62%	2.62%	43	0	0.0%	Q2 2026	Jul 28, 2026
93 Financial Group, LLC	History	No change	617,288	22,382	8.84%	8.84%	44	0	0.0%	Q2 2026	Jul 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS	History	No change	518,521	18,802	0.03%	0.03%	45	0	0.0%	Q2 2026	Aug 14, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	History	No change	507,913	18,416	3.9%	3.9%	46	0	0.0%	Q2 2026	Jul 27, 2026
TruNorth Capital Management, LLC	History	No change	496,715	18,010	2.89%	2.89%	47	0	0.0%	Q2 2026	Jul 23, 2026
NAPLES GLOBAL ADVISORS, LLC	History	No change	492,388	17,853	1.1%	1.1%	48	0	0.0%	Q2 2026	Jul 23, 2026
PRINCIPAL SECURITIES, INC.	History	No change	480,364	17,418	0.21%	0.21%	49	0	0.0%	Q2 2026	Aug 04, 2026
Alliance Wealth Management Group	History	No change	476,643	17,283	3.36%	3.36%	50	0	0.0%	Q2 2026	Aug 04, 2026
Towercrest Capital Management	History	No change	476,643	17,283	2.41%	2.41%	51	0	0.0%	Q2 2026	Aug 03, 2026
Boyd Wealth Management, LLC	History	No change	465,589	16,882	6.39%	6.39%	52	0	0.0%	Q2 2026	Jul 16, 2026
Savant Capital, LLC	History	No change	473,499	16,397	0.05%	0.05%	53	0	0.0%	Q2 2026	Aug 10, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	History	No change	440,417	15,969	0.23%	0.23%	54	0	0.0%	Q2 2026	Jul 14, 2026
Procyon Advisors, LLC	History	No change	428,341	15,531	0.67%	0.67%	55	0	0.0%	Q2 2026	Jul 09, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV	History	No change	414,790	15,040	3.41%	3.41%	56	0	0.0%	Q2 2026	Aug 10, 2026
KLINGENSTEIN FIELDS & CO LP	History	No change	412,214	14,946	0.52%	0.52%	57	0	0.0%	Q2 2026	Aug 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC	History	No change	406,323	14,733	0.02%	0.02%	58	0	0.0%	Q2 2026	Jul 29, 2026
Pathstone Holdings, LLC	History	No change	394,360	14,299	0.04%	0.04%	59	0	0.0%	Q2 2026	Aug 13, 2026
BlackRock, Inc.	History	No change	385,249	13,969	0.0%	0.0%	60	0	0.0%	Q2 2026	Aug 07, 2026
Gemmer Asset Management LLC	History	No change	382,946	13,885	0.93%	0.93%	61	0	0.0%	Q2 2026	Jul 15, 2026
RFG - Bristol Wealth Advisors, LLC	History	No change	379,309	13,753	3.32%	3.32%	62	0	0.0%	Q2 2026	Jul 27, 2026
Cresset Asset Management, LLC	History	No change	366,286	13,281	0.05%	0.05%	63	0	0.0%	Q2 2026	Aug 14, 2026
IHT Wealth Management, LLC	History	No change	356,904	12,941	0.28%	0.28%	64	0	0.0%	Q2 2026	Aug 14, 2026
LPL Financial LLC	History	No change	356,824	12,938	0.0%	0.0%	65	0	0.0%	Q2 2026	Aug 07, 2026
BANK OF AMERICA CORP /DE/	History	No change	354,874	12,867	0.0%	0.0%	66	0	0.0%	Q2 2026	Aug 14, 2026
Cambridge Investment Research Advisors, Inc.	History	No change	352,038	12,765	0.03%	0.03%	67	0	0.0%	Q2 2026	Jul 27, 2026
TRUIST FINANCIAL CORP	History	No change	342,049	12,402	0.01%	0.01%	68	0	0.0%	Q2 2026	Jul 28, 2026
Main Street Financial Solutions, LLC	History	No change	339,687	12,317	0.79%	0.79%	69	0	0.0%	Q2 2026	Aug 07, 2026
Visionary Wealth Advisors	History	No change	332,463	12,055	0.48%	0.48%	70	0	0.0%	Q2 2026	Aug 13, 2026
HC Advisors, LLC	History	No change	328,318	11,904	7.23%	7.23%	71	0	0.0%	Q2 2026	Aug 07, 2026
Brand Asset Management Group, Inc.	History	No change	328,242	11,902	2.63%	2.63%	72	0	0.0%	Q2 2026	Aug 12, 2026
SigFig Wealth Management, LLC	History	No change	326,107	11,720	0.31%	0.31%	73	0	0.0%	Q2 2026	Jul 07, 2026
BIP Wealth, LLC	History	No change	322,953	11,710	0.33%	0.33%	74	0	0.0%	Q2 2026	Aug 03, 2026
NORTH STAR ASSET MANAGEMENT INC	History	No change	322,229	11,684	0.46%	0.46%	75	0	0.0%	Q2 2026	Aug 18, 2026
CAPTRUST FINANCIAL ADVISORS	History	No change	312,716	11,339	0.02%	0.02%	76	0	0.0%	Q2 2026	Aug 13, 2026
RAYMOND JAMES FINANCIAL INC	History	No change	305,719	11,085	0.0%	0.0%	77	0	0.0%	Q2 2026	Aug 14, 2026
Prime Capital Investment Advisors, LLC	History	No change	295,212	10,704	0.1%	0.1%	78	0	0.0%	Q2 2026	Aug 05, 2026
Steele Capital Management, Inc.	History	No change	287,095	10,410	0.38%	0.38%	79	0	0.0%	Q2 2026	Jul 28, 2026
Seneca Financial Advisors LLC	History	No change	285,421	10,349	2.69%	2.69%	80	0	0.0%	Q2 2026	Jul 27, 2026
OLD MISSION CAPITAL LLC	History	No change	273,776	9,927	0.16%	0.16%	81	0	0.0%	Q2 2026	Aug 14, 2026
AlphaCore Capital LLC	History	No change	272,774	9,890	0.18%	0.18%	82	0	0.0%	Q2 2026	Aug 06, 2026
Invst, LLC	History	No change	272,075	9,865	0.96%	0.96%	83	0	0.0%	Q2 2026	Aug 14, 2026
Garde Capital, Inc.	History	No change	271,769	9,854	0.44%	0.44%	84	0	0.0%	Q2 2026	Jul 31, 2026
Boltwood Capital Management	History	Added to	269,370	9,818	2.21%	2.19%	85	+5,242	1.98%	Q3 2026	Oct 02, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA	History	No change	269,821	9,783	0.38%	0.38%	86	0	0.0%	Q2 2026	Aug 05, 2026
BALLAST ADVISORS LLC	History	No change	269,165	9,759	2.33%	2.33%	87	0	0.0%	Q2 2026	Aug 12, 2026
ROYAL BANK OF CANADA	History	No change	265,946	9,643	0.0%	0.0%	88	0	0.0%	Q2 2026	Aug 14, 2026
Wedmont Private Capital	History	No change	262,436	9,584	0.26%	0.26%	89	0	0.0%	Q2 2026	Jul 13, 2026
Apriem Advisors	History	No change	260,903	9,460	0.82%	0.82%	90	0	0.0%	Q2 2026	Aug 14, 2026
L2 Asset Management, LLC	History	No change	260,114	9,431	0.98%	0.98%	91	0	0.0%	Q2 2026	Aug 13, 2026
Geneos Wealth Management Inc.	History	No change	248,447	9,008	0.18%	0.18%	92	0	0.0%	Q2 2026	Aug 06, 2026
Beacon Pointe Advisors, LLC	History	No change	245,329	8,895	0.04%	0.04%	93	0	0.0%	Q2 2026	Aug 18, 2026
McAdam, LLC	History	No change	243,281	8,821	0.34%	0.34%	94	0	0.0%	Q2 2026	Aug 04, 2026
ZACKS INVESTMENT MANAGEMENT	History	No change	232,125	8,416	0.06%	0.06%	95	0	0.0%	Q2 2026	Aug 13, 2026
Bank of New York Mellon Corp	History	No change	230,053	8,341	0.0%	0.0%	96	0	0.0%	Q2 2026	Aug 06, 2026
Nicholas Hoffman & Company, LLC.	History	No change	229,545	8,323	0.18%	0.18%	97	0	0.0%	Q2 2026	Aug 04, 2026
VALLEY NATIONAL ADVISERS INC	History	No change	227,823	8,260	0.92%	0.92%	98	0	0.0%	Q2 2026	Jul 29, 2026
SIERRA OCEAN, LLC	History	No change	226,424	8,210	5.68%	5.68%	99	0	0.0%	Q2 2026	Aug 07, 2026
Cornerstone Wealth Advisors, Inc.	History	No change	220,246	7,986	1.67%	1.67%	100	0	0.0%	Q2 2026	Jul 17, 2026
Payne Capital Management, LLC	History	No change	216,012	7,832	2.09%	2.09%	101	0	0.0%	Q2 2026	Aug 14, 2026
Sherwood Financial Partners, LLC	History	No change	215,853	7,826	6.3%	6.3%	102	0	0.0%	Q2 2026	Aug 12, 2026
AMERIPRISE FINANCIAL INC	History	No change	212,702	7,712	0.0%	0.0%	103	0	0.0%	Q2 2026	Aug 14, 2026
Atria Investments, Inc	History	No change	210,697	7,639	0.08%	0.08%	104	0	0.0%	Q2 2026	Jul 28, 2026
Courage Miller Partners, LLC	History	No change	208,377	7,555	1.99%	1.99%	105	0	0.0%	Q2 2026	Jul 23, 2026
ARKANSAS FINANCIAL GROUP, INC.	History	No change	202,394	7,338	0.96%	0.96%	106	0	0.0%	Q2 2026	Jul 20, 2026
Farther Finance Advisors, LLC	History	No change	200,099	7,255	0.06%	0.06%	107	0	0.0%	Q2 2026	Jul 17, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	History	No change	199,126	7,220	0.09%	0.09%	108	0	0.0%	Q2 2026	Jul 15, 2026
GOLDMAN SACHS GROUP INC	History	No change	197,709	7,168	0.0%	0.0%	109	0	0.0%	Q2 2026	Aug 14, 2026
Ackerman Capital Advisors, LLC	History	No change	196,787	7,135	1.44%	1.44%	110	0	0.0%	Q2 2026	Jul 30, 2026
WBH ADVISORY INC	History	No change	196,138	7,111	0.48%	0.48%	111	0	0.0%	Q2 2026	Aug 05, 2026
Strid Group, LLC	History	No change	195,919	7,104	0.79%	0.79%	112	0	0.0%	Q2 2026	Jul 23, 2026
POWER WEALTH MANAGEMENT LLC	History	No change	194,437	7,050	2.42%	2.42%	113	0	0.0%	Q2 2026	Aug 03, 2026
STIFEL FINANCIAL CORP	History	No change	190,946	6,923	0.01%	0.01%	114	0	0.0%	Q2 2026	Aug 12, 2026
MorganRosel Wealth Management, LLC	History	No change	190,814	6,918	2.34%	2.34%	115	0	0.0%	Q2 2026	Aug 14, 2026
Johnson Financial Group, LLC	History	No change	182,738	6,626	0.36%	0.36%	116	0	0.0%	Q2 2026	Aug 06, 2026
NORTHERN TRUST CORP	History	No change	182,361	6,612	0.0%	0.0%	117	0	0.0%	Q2 2026	Aug 13, 2026
MML INVESTORS SERVICES, LLC	History	No change	182,055	6,601	0.01%	0.01%	118	0	0.0%	Q2 2026	Aug 07, 2026
St. Louis Trust Co	History	No change	231,273	6,536	0.75%	0.75%	119	0	0.0%	Q2 2026	Jul 30, 2026
Bangor Savings Bank	History	Reduced	175,406	6,393	0.49%	0.52%	120	-20,940	-10.66%	Q3 2026	Oct 06, 2026
Guardian Financial Partners, LLC	History	No change	175,255	6,354	2.47%	2.47%	121	0	0.0%	Q2 2026	Jul 15, 2026
Perigon Wealth Management, LLC	History	No change	174,945	6,343	0.1%	0.1%	122	0	0.0%	Q2 2026	Aug 07, 2026
Kestra Advisory Services, LLC	History	No change	173,636	6,296	0.02%	0.02%	123	0	0.0%	Q2 2026	Jul 28, 2026
LifePlan Investment Advisors, Inc.	History	No change	173,074	6,275	2.16%	2.16%	124	0	0.0%	Q2 2026	Aug 11, 2026
RWA WEALTH PARTNERS, LLC	History	No change	172,279	6,246	0.06%	0.06%	125	0	0.0%	Q2 2026	Aug 07, 2026
Quantinno Capital Management LP	History	No change	171,345	6,212	0.01%	0.01%	126	0	0.0%	Q2 2026	Aug 13, 2026
LVW Advisors, LLC	History	No change	166,689	6,044	0.52%	0.52%	127	0	0.0%	Q2 2026	Jul 15, 2026
CABOT WEALTH MANAGEMENT INC	History	No change	166,356	6,032	0.61%	0.61%	128	0	0.0%	Q2 2026	Jul 31, 2026
Brightwater Advisory LLC	History	No change	163,176	5,916	3.74%	3.74%	129	0	0.0%	Q2 2026	Aug 07, 2026
FIDELIS iM, LLC	History	No change	162,602	5,895	2.01%	2.01%	130	0	0.0%	Q2 2026	Jul 22, 2026
STEVENS CAPITAL PARTNERS	History	No change	161,907	5,870	1.12%	1.12%	131	0	0.0%	Q2 2026	Aug 07, 2026
Parallel Advisors, LLC	History	No change	161,541	5,857	0.09%	0.09%	132	0	0.0%	Q2 2026	Aug 05, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	History	No change	159,070	5,767	0.33%	0.33%	133	0	0.0%	Q2 2026	Jul 15, 2026
Joule Financial, LLC	History	No change	158,537	5,748	1.56%	1.56%	134	0	0.0%	Q2 2026	Jul 15, 2026
EP Wealth Advisors, LLC	History	No change	157,786	5,721	0.02%	0.02%	135	0	0.0%	Q2 2026	Aug 11, 2026
Fairway Financial, LLC	History	No change	157,507	5,711	3.91%	3.91%	136	0	0.0%	Q2 2026	Aug 03, 2026
Wakefield Asset Management LLLP	History	No change	157,251	5,701	1.28%	1.28%	137	0	0.0%	Q2 2026	Aug 11, 2026
MAI Capital Management	History	No change	157,138	5,697	0.02%	0.02%	138	0	0.0%	Q2 2026	Aug 14, 2026
Fortis Capital Management LLC	History	No change	156,693	5,681	0.64%	0.64%	139	0	0.0%	Q2 2026	Aug 12, 2026
Texas Yale Capital Corp.	History	No change	154,889	5,616	0.12%	0.12%	140	0	0.0%	Q2 2026	Aug 12, 2026
Bogart Wealth, LLC	History	No change	153,041	5,549	0.19%	0.19%	141	0	0.0%	Q2 2026	Jul 24, 2026
Rockbridge Investment Management, LCC	History	No change	151,894	5,507	0.45%	0.45%	142	0	0.0%	Q2 2026	Aug 14, 2026
JFS WEALTH ADVISORS, LLC	History	No change	148,818	5,396	0.27%	0.27%	143	0	0.0%	Q2 2026	Jul 10, 2026
Plum Street Advisors, LLC	History	No change	148,522	5,385	1.72%	1.72%	144	0	0.0%	Q2 2026	Aug 13, 2026
PINKERTON WEALTH, LLC	History	No change	163,050	5,372	0.46%	0.46%	145	0	0.0%	Q2 2026	Jul 30, 2026
OAK FAMILY ADVISORS, LLC	History	No change	146,906	5,326	1.36%	1.36%	146	0	0.0%	Q2 2026	Jul 20, 2026
CFG Wealth Management Services, Inc.	History	No change	159,767	5,270	4.95%	4.95%	147	0	0.0%	Q2 2026	Jul 15, 2026
RENAISSANCE TECHNOLOGIES LLC	History	No change	144,574	5,242	0.01%	0.01%	148	0	0.0%	Q2 2026	Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC	History	No change	144,545	5,241	0.0%	0.0%	149	0	0.0%	Q2 2026	Aug 14, 2026
Composition Wealth, LLC	History	No change	144,347	5,234	0.06%	0.06%	150	0	0.0%	Q2 2026	Jul 22, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC	History	No change	142,657	5,172	0.98%	0.98%	151	0	0.0%	Q2 2026	Jul 09, 2026
Kohmann Bosshard Financial Services, LLC	History	No change	140,532	5,095	0.43%	0.43%	152	0	0.0%	Q2 2026	Jul 14, 2026
Prota Financial, LLC	History	No change	140,368	5,051	3.33%	3.33%	153	0	0.0%	Q2 2026	Jul 07, 2026
True Freedom Investing, LLC	History	No change	151,319	4,985	0.39%	0.39%	154	0	0.0%	Q2 2026	Aug 12, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	History	No change	134,104	4,862	0.23%	0.23%	155	0	0.0%	Q2 2026	Jul 23, 2026
White & Co Financial Planning Inc	History	No change	133,457	4,839	3.0%	3.0%	156	0	0.0%	Q2 2026	Jul 15, 2026
Upper Left Wealth Management, LLC	History	No change	132,708	4,811	2.67%	2.67%	157	0	0.0%	Q2 2026	Jul 14, 2026
Gleason Group, Inc.	History	No change	132,055	4,788	0.42%	0.42%	158	0	0.0%	Q2 2026	Jul 13, 2026
Apollon Wealth Management, LLC	History	No change	130,424	4,729	0.06%	0.06%	159	0	0.0%	Q2 2026	Jul 22, 2026
Diversified Enterprises, LLC	History	No change	129,103	4,681	0.23%	0.23%	160	0	0.0%	Q2 2026	Jul 31, 2026
Marotta Asset Management	History	Reduced	126,952	4,627	0.79%	0.77%	161	-1,880	-1.46%	Q3 2026	Oct 02, 2026
Creekside Partners	History	No change	126,036	4,570	1.65%	1.65%	162	0	0.0%	Q2 2026	Jul 30, 2026
Christensen, King & Associates Investment Services, Inc.	History	No change	125,546	4,552	1.81%	1.81%	163	0	0.0%	Q2 2026	Jul 14, 2026
Jacobs Equity LLC	History	No change	124,291	4,506	3.11%	3.11%	164	0	0.0%	Q2 2026	Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP	History	No change	123,972	4,495	0.05%	0.05%	165	0	0.0%	Q2 2026	Jul 20, 2026
Sightline Wealth Advisors, LLC	History	No change	123,057	4,462	1.63%	1.63%	166	0	0.0%	Q2 2026	Jul 22, 2026
Cape Investment Advisory, Inc.	History	No change	122,438	4,439	1.19%	1.19%	167	0	0.0%	Q2 2026	Jul 23, 2026
NATIXIS ADVISORS, LLC	History	No change	121,568	4,408	0.0%	0.0%	168	0	0.0%	Q2 2026	Aug 14, 2026
Bishop & Co Investment Management, LLC	History	No change	121,536	4,406	1.36%	1.36%	169	0	0.0%	Q2 2026	Jul 22, 2026
Asset Allocation Strategies LLC	History	No change	121,251	4,396	0.68%	0.68%	170	0	0.0%	Q2 2026	Aug 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC	History	No change	122,108	4,375	0.02%	0.02%	171	0	0.0%	Q2 2026	Aug 14, 2026
Seek First Inc.	History	No change	120,559	4,371	2.76%	2.76%	172	0	0.0%	Q2 2026	Jul 28, 2026
TPG Advisors LLC	History	No change	119,916	4,348	2.39%	2.39%	173	0	0.0%	Q2 2026	Jul 29, 2026
GeoWealth Management, LLC	History	No change	119,538	4,334	0.14%	0.14%	174	0	0.0%	Q2 2026	Jul 30, 2026
RKL Wealth Management LLC	History	No change	118,673	4,303	0.34%	0.34%	175	0	0.0%	Q2 2026	Aug 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC	History	No change	118,674	4,303	0.05%	0.05%	176	0	0.0%	Q2 2026	Jul 24, 2026
Cascade Financial Partners, LLC	History	No change	115,854	4,200	0.36%	0.36%	177	0	0.0%	Q2 2026	Aug 04, 2026
Stonekeep Investments, LLC	History	No change	114,773	4,162	2.42%	2.42%	178	0	0.0%	Q2 2026	Jul 10, 2026
ZynergyRetirementPlanningLLC	History	No change	114,762	4,161	2.26%	2.26%	179	0	0.0%	Q2 2026	Jul 17, 2026
Bleakley Financial Group, LLC	History	No change	114,674	4,158	0.05%	0.05%	180	0	0.0%	Q2 2026	Aug 05, 2026
Ethos Financial Group, LLC	History	No change	118,329	4,127	0.28%	0.28%	181	0	0.0%	Q2 2026	Aug 07, 2026
Bluespring Wealth Management, LLC	History	No change	113,376	4,111	0.08%	0.08%	182	0	0.0%	Q2 2026	Aug 11, 2026
Ausdal Financial Partners, Inc.	History	No change	112,962	4,095	0.16%	0.16%	183	0	0.0%	Q2 2026	Aug 14, 2026
Plancorp, LLC	History	No change	113,288	4,059	0.1%	0.1%	184	0	0.0%	Q2 2026	Jul 14, 2026
Orcam Financial Group	History	No change	111,359	4,037	1.97%	1.97%	185	0	0.0%	Q2 2026	Aug 13, 2026
Betterment LLC	History	No change	111,172	4,031	0.01%	0.01%	186	0	0.0%	Q2 2026	Aug 14, 2026
Fort Point Capital Partners LLC	History	No change	108,220	3,924	0.27%	0.27%	187	0	0.0%	Q2 2026	Aug 14, 2026
MYECFO, LLC	History	No change	107,761	3,907	1.47%	1.47%	188	0	0.0%	Q2 2026	Aug 10, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC	History	No change	107,569	3,900	0.3%	0.3%	189	0	0.0%	Q2 2026	Jul 16, 2026
Sollinda Capital Management LLC	History	No change	105,702	3,832	0.82%	0.82%	190	0	0.0%	Q2 2026	Aug 05, 2026
Pioneer Wealth Management Group	History	No change	105,175	3,813	0.92%	0.92%	191	0	0.0%	Q2 2026	Jul 07, 2026
GREAT VALLEY ADVISOR GROUP, INC.	History	No change	104,948	3,805	0.06%	0.06%	192	0	0.0%	Q2 2026	Aug 10, 2026
Hamilton Capital, LLC	History	No change	104,812	3,800	0.19%	0.19%	193	0	0.0%	Q2 2026	Aug 17, 2026
Sonoma Allocations LLC	History	No change	95,877	3,794	1.18%	1.18%	194	0	0.0%	Q2 2026	Jul 08, 2026
Destination Wealth Management	History	No change	104,050	3,772	0.09%	0.09%	195	0	0.0%	Q2 2026	Aug 14, 2026
Arnold Financial Planning LLC	History	No change	102,585	3,719	2.77%	2.77%	196	0	0.0%	Q2 2026	Jul 13, 2026
North Forty Two & Co.	History	No change	101,376	3,675	3.12%	3.12%	197	0	0.0%	Q2 2026	Jul 24, 2026
Kathmere Capital Management, LLC	History	No change	99,483	3,607	0.19%	0.19%	198	0	0.0%	Q2 2026	Jul 29, 2026
Omega Financial Group, LLC	History	No change	98,889	3,585	1.09%	1.09%	199	0	0.0%	Q2 2026	Jul 21, 2026
CITIGROUP INC	History	No change	97,635	3,540	0.0%	0.0%	200	0	0.0%	Q2 2026	Aug 03, 2026
BCK Partners, Inc.	History	No change	96,763	3,508	1.69%	1.69%	201	0	0.0%	Q2 2026	Jul 17, 2026
Nikulski Financial, Inc.	History	No change	96,382	3,494	0.75%	0.75%	202	0	0.0%	Q2 2026	Jul 28, 2026
Lee Financial Co	History	No change	95,863	3,475	0.44%	0.44%	203	0	0.0%	Q2 2026	Jul 22, 2026
Koesten, Hirschmann & Crabtree, INC.	History	No change	95,236	3,453	1.44%	1.44%	204	0	0.0%	Q2 2026	Jul 20, 2026
Curbstone Financial Management Corp	History	No change	91,144	3,304	0.56%	0.56%	205	0	0.0%	Q2 2026	Jul 14, 2026
Strategic Financial Planning, Inc.	History	No change	89,994	3,263	1.7%	1.7%	206	0	0.0%	Q2 2026	Aug 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC.	History	No change	89,816	3,256	0.12%	0.12%	207	0	0.0%	Q2 2026	Jul 21, 2026
Accurate Wealth Management, LLC	History	No change	89,083	3,253	0.31%	0.31%	208	0	0.0%	Q2 2026	Jul 14, 2026
Soltis Investment Advisors LLC	History	No change	85,922	3,115	0.17%	0.17%	209	0	0.0%	Q2 2026	Jul 31, 2026
Allen Capital Group, LLC	History	No change	85,600	3,103	0.25%	0.25%	210	0	0.0%	Q2 2026	Jul 27, 2026
Ifrah Financial Services, Inc.	History	No change	84,959	3,080	0.75%	0.75%	211	0	0.0%	Q2 2026	Jul 21, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC	History	No change	84,687	3,070	0.24%	0.24%	212	0	0.0%	Q2 2026	Jul 16, 2026
Capital Analysts, LLC	History	No change	82,960	3,008	0.07%	0.07%	213	0	0.0%	Q2 2026	Aug 05, 2026
Sequoia Financial Advisors, LLC	History	No change	81,637	2,960	0.01%	0.01%	214	0	0.0%	Q2 2026	Jul 17, 2026
Walkner Condon Financial Advisors LLC	History	No change	81,325	2,947	0.34%	0.34%	215	0	0.0%	Q2 2026	Jul 27, 2026
HOWARD FINANCIAL SERVICES, LTD.	History	No change	81,218	2,944	0.29%	0.29%	216	0	0.0%	Q2 2026	Jul 07, 2026
Chesapeake Wealth Management	History	No change	80,879	2,932	0.82%	0.82%	217	0	0.0%	Q2 2026	Aug 13, 2026
Williams Financial, LLC	History	No change	80,438	2,916	1.51%	1.51%	218	0	0.0%	Q2 2026	Jul 21, 2026
Asset Management Group, Inc.	History	No change	80,322	2,912	0.43%	0.43%	219	0	0.0%	Q2 2026	Aug 14, 2026
MBE Wealth Management, LLC	History	No change	79,015	2,865	1.01%	1.01%	220	0	0.0%	Q2 2026	Jul 24, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC	History	No change	78,620	2,850	0.25%	0.25%	221	0	0.0%	Q2 2026	Jul 27, 2026
FAS Wealth Partners, Inc.	History	No change	78,365	2,841	0.15%	0.15%	222	0	0.0%	Q2 2026	Jul 29, 2026
Tortoise Investment Management, LLC	History	No change	77,970	2,827	0.21%	0.21%	223	0	0.0%	Q2 2026	Aug 07, 2026
Etesian Wealth Advisors, Inc.	History	No change	77,017	2,792	0.83%	0.83%	224	0	0.0%	Q2 2026	Jul 23, 2026
Arcataur Capital Management LLC	History	No change	76,536	2,775	0.69%	0.69%	225	0	0.0%	Q2 2026	Jul 23, 2026
Strive Financial Group ,LLC	History	No change	75,180	2,726	1.18%	1.18%	226	0	0.0%	Q2 2026	Aug 14, 2026
Badgley Phelps Wealth Managers, LLC	History	No change	75,151	2,724	0.05%	0.05%	227	0	0.0%	Q2 2026	Jul 31, 2026
CONTINENTAL INVESTORS SERVICES, INC.	History	No change	72,632	2,677	2.1%	2.1%	228	0	0.0%	Q2 2026	Aug 13, 2026
Dakota Wealth Management	History	No change	72,317	2,622	0.05%	0.05%	229	0	0.0%	Q2 2026	Aug 07, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC	History	No change	71,371	2,587	0.06%	0.06%	230	0	0.0%	Q2 2026	Jul 17, 2026
Focus Financial Network, Inc.	History	No change	70,319	2,549	0.08%	0.08%	231	0	0.0%	Q2 2026	Jul 09, 2026
Oakwell Private Wealth Management, LLC	History	No change	70,086	2,541	0.42%	0.42%	232	0	0.0%	Q2 2026	Aug 03, 2026
Goldstone Financial Group, LLC	History	No change	69,623	2,524	0.23%	0.23%	233	0	0.0%	Q2 2026	Aug 11, 2026
RITHOLTZ WEALTH MANAGEMENT	History	No change	69,264	2,511	0.04%	0.04%	234	0	0.0%	Q2 2026	Aug 11, 2026
Avior Wealth Management, LLC	History	No change	68,743	2,492	0.07%	0.07%	235	0	0.0%	Q2 2026	Jul 07, 2026
HUB Investment Partners, LLC	History	No change	68,109	2,469	0.04%	0.04%	236	0	0.0%	Q2 2026	Jul 31, 2026
Roberts Wealth Advisors, LLC	History	No change	68,101	2,469	0.56%	0.56%	237	0	0.0%	Q2 2026	Jul 29, 2026
CoreCap Advisors, LLC	History	No change	67,433	2,445	0.07%	0.07%	238	0	0.0%	Q2 2026	Jul 06, 2026
Indie Asset Partners, LLC	History	No change	64,993	2,356	2.26%	2.26%	239	0	0.0%	Q2 2026	Aug 07, 2026
INTEGRITY ALLIANCE, LLC.	History	No change	64,872	2,352	0.07%	0.07%	240	0	0.0%	Q2 2026	Jul 31, 2026
NewEdge Advisors, LLC	History	No change	64,534	2,339	0.01%	0.01%	241	0	0.0%	Q2 2026	Aug 12, 2026
WorthPointe, LLC	History	No change	64,417	2,335	0.59%	0.59%	242	0	0.0%	Q2 2026	Jul 31, 2026
VAQUERO PRIVATE WEALTH, LTD	History	No change	64,294	2,331	0.48%	0.48%	243	0	0.0%	Q2 2026	Jul 17, 2026
Blankinship & Foster, LLC	History	No change	63,987	2,320	0.47%	0.47%	244	0	0.0%	Q2 2026	Jul 30, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	History	No change	63,903	2,317	0.01%	0.01%	245	0	0.0%	Q2 2026	Aug 13, 2026
World Investment Advisors	History	No change	69,837	2,301	0.04%	0.04%	246	0	0.0%	Q2 2026	Aug 13, 2026
Breakwater Investment Management	History	No change	63,014	2,284	0.78%	0.78%	247	0	0.0%	Q2 2026	Aug 06, 2026
Valmark Advisers, Inc.	History	No change	62,222	2,256	0.02%	0.02%	248	0	0.0%	Q2 2026	Aug 06, 2026
Allworth Financial LP	History	No change	62,240	2,256	0.01%	0.01%	249	0	0.0%	Q2 2026	Aug 11, 2026
FIFTH THIRD BANCORP	History	No change	61,233	2,220	0.0%	0.0%	250	0	0.0%	Q2 2026	Aug 05, 2026
Capital Investment Advisory Services, LLC	History	No change	60,940	2,209	0.14%	0.14%	251	0	0.0%	Q2 2026	Jul 23, 2026
Schneider Downs Wealth Management Advisors, LP	History	No change	60,826	2,205	0.21%	0.21%	252	0	0.0%	Q2 2026	Aug 05, 2026
THOMPSON INVESTMENT MANAGEMENT, INC.	History	No change	60,547	2,195	0.25%	0.25%	253	0	0.0%	Q2 2026	Jul 13, 2026
Payne Capital LLC	History	No change	60,106	2,179	1.82%	1.82%	254	0	0.0%	Q2 2026	Aug 11, 2026
HANCOCK WHITNEY CORP	History	No change	60,013	2,176	0.04%	0.04%	255	0	0.0%	Q2 2026	Aug 14, 2026
Valeo Financial Advisors, LLC	History	No change	59,906	2,172	0.05%	0.05%	256	0	0.0%	Q2 2026	Jul 08, 2026
WEST PACES ADVISORS INC.	History	No change	59,329	2,151	0.36%	0.36%	257	0	0.0%	Q2 2026	Jul 17, 2026
Winthrop Capital Management, LLC	History	No change	59,274	2,149	0.52%	0.52%	258	0	0.0%	Q2 2026	Aug 13, 2026
DRW Securities, LLC	History	No change	58,184	2,109	0.05%	0.05%	259	0	0.0%	Q2 2026	Aug 14, 2026
James J. Burns & Company, LLC	History	No change	58,031	2,104	0.23%	0.23%	260	0	0.0%	Q2 2026	Aug 06, 2026
Valued Wealth Advisors LLC	History	No change	57,311	2,078	0.76%	0.76%	261	0	0.0%	Q2 2026	Jul 20, 2026
Veridan Wealth LLC	History	No change	56,626	2,053	0.7%	0.7%	262	0	0.0%	Q2 2026	Aug 10, 2026
CAP Partners, LLC	History	No change	56,616	2,052	1.0%	1.0%	263	0	0.0%	Q2 2026	Jul 30, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC	History	No change	55,104	2,021	1.2%	1.2%	264	0	0.0%	Q2 2026	Aug 07, 2026
MONEYWISE, INC.	History	No change	55,710	2,020	0.75%	0.75%	265	0	0.0%	Q2 2026	Jul 21, 2026
Holistic Financial Partners	History	No change	54,589	1,979	1.21%	1.21%	266	0	0.0%	Q2 2026	Jul 23, 2026
LYELL WEALTH MANAGEMENT, LP	History	No change	53,885	1,953	0.12%	0.12%	267	0	0.0%	Q2 2026	Aug 05, 2026
Phillip James Consulting Co.	History	No change	53,830	1,951	1.3%	1.3%	268	0	0.0%	Q2 2026	Jul 28, 2026
Embree Financial Group	History	No change	53,226	1,929	0.19%	0.19%	269	0	0.0%	Q2 2026	Jul 15, 2026
Econ Financial Services Corp	History	No change	52,753	1,912	0.89%	0.89%	270	0	0.0%	Q2 2026	Jul 23, 2026
AMI INVESTMENT MANAGEMENT INC	History	No change	52,563	1,905	0.4%	0.4%	271	0	0.0%	Q2 2026	Jul 15, 2026
BAILARD, INC.	History	No change	52,250	1,894	0.04%	0.04%	272	0	0.0%	Q2 2026	Jul 30, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC	History	No change	52,159	1,891	0.65%	0.65%	273	0	0.0%	Q2 2026	Aug 14, 2026
Brookstone Capital Management	History	No change	51,442	1,865	0.02%	0.02%	274	0	0.0%	Q2 2026	Jul 15, 2026
Nalls Sherbakoff Group, LLC	History	No change	51,184	1,855	1.32%	1.32%	275	0	0.0%	Q2 2026	Aug 17, 2026
Anchor Investment Management, LLC	History	No change	50,920	1,846	0.14%	0.14%	276	0	0.0%	Q2 2026	Sep 15, 2026
Diversified Trust Co	History	No change	50,287	1,823	0.03%	0.03%	277	0	0.0%	Q2 2026	Jul 17, 2026
Integrated Wealth Concepts LLC	History	No change	50,120	1,817	0.01%	0.01%	278	0	0.0%	Q2 2026	Sep 08, 2026
Foster Group, Inc.	History	No change	49,883	1,808	0.05%	0.05%	279	0	0.0%	Q2 2026	Jul 07, 2026
Smith Partners Wealth Management, LLC	History	No change	49,613	1,798	1.43%	1.43%	280	0	0.0%	Q2 2026	Aug 10, 2026
JAMES INVESTMENT RESEARCH, INC.	History	No change	49,396	1,791	0.18%	0.18%	281	0	0.0%	Q2 2026	Jul 24, 2026
Clay Northam Wealth Management, LLC	History	No change	48,556	1,760	0.87%	0.87%	282	0	0.0%	Q2 2026	Aug 10, 2026
Balboa Wealth Partners	History	No change	48,471	1,757	0.24%	0.24%	283	0	0.0%	Q2 2026	Aug 10, 2026
Elevated Financial Group LLC	History	No change	48,133	1,745	0.48%	0.48%	284	0	0.0%	Q2 2026	Jul 22, 2026
Aptus Capital Advisors, LLC	History	No change	48,022	1,741	0.01%	0.01%	285	0	0.0%	Q2 2026	Aug 12, 2026
Roundview Capital LLC	History	No change	47,552	1,724	0.09%	0.09%	286	0	0.0%	Q2 2026	Jul 30, 2026
Opus Capital Group, LLC	History	No change	47,450	1,721	0.17%	0.17%	287	0	0.0%	Q2 2026	Jul 31, 2026
Bell Investment Advisors, Inc	History	No change	47,418	1,719	0.25%	0.25%	288	0	0.0%	Q2 2026	Aug 06, 2026
Meramec Financial Planners, LLC	History	No change	48,148	1,716	0.63%	0.63%	289	0	0.0%	Q2 2026	Jul 28, 2026
Passive Capital Management, LLC.	History	No change	52,357	1,714	0.54%	0.54%	290	0	0.0%	Q2 2026	Aug 10, 2026
Rialto Wealth Management, LLC	History	No change	46,430	1,683	0.33%	0.33%	291	0	0.0%	Q2 2026	Aug 11, 2026
Alaska Wealth Advisors, LLC	History	No change	46,372	1,681	0.18%	0.18%	292	0	0.0%	Q2 2026	Aug 11, 2026
Noble Family Wealth, LLC	History	No change	46,096	1,671	0.3%	0.3%	293	0	0.0%	Q2 2026	Aug 04, 2026
AXXCESS WEALTH MANAGEMENT, LLC	History	No change	45,931	1,665	0.03%	0.03%	294	0	0.0%	Q2 2026	Jul 28, 2026
IFP Advisors, Inc	History	No change	45,469	1,648	0.03%	0.03%	295	0	0.0%	Q2 2026	Jul 20, 2026
PEAPACK GLADSTONE FINANCIAL CORP	History	No change	44,957	1,630	0.02%	0.02%	296	0	0.0%	Q2 2026	Aug 14, 2026
BRIGHTON JONES LLC	History	No change	44,884	1,627	0.03%	0.03%	297	0	0.0%	Q2 2026	Aug 11, 2026
HB Wealth Management, LLC	History	No change	44,676	1,619	0.01%	0.01%	298	0	0.0%	Q2 2026	Jul 29, 2026
Concurrent Investment Advisors, LLC	History	No change	44,481	1,612	0.01%	0.01%	299	0	0.0%	Q2 2026	Jul 27, 2026
Global Retirement Partners, LLC	History	No change	44,341	1,607	0.02%	0.02%	300	0	0.0%	Q2 2026	Aug 06, 2026
OneDigital Investment Advisors LLC	History	No change	43,182	1,565	0.01%	0.01%	301	0	0.0%	Q2 2026	Aug 06, 2026
Empower Advisory Group, LLC	History	No change	42,938	1,556	0.0%	0.0%	302	0	0.0%	Q2 2026	Aug 12, 2026
Greenline Partners, LLC	History	No change	42,898	1,555	0.16%	0.16%	303	0	0.0%	Q2 2026	Aug 14, 2026
Values Added Financial LLC	History	No change	42,911	1,555	0.56%	0.56%	304	0	0.0%	Q2 2026	Jul 27, 2026
SILVER OAK SECURITIES, INCORPORATED	History	No change	42,601	1,544	0.09%	0.09%	305	0	0.0%	Q2 2026	Aug 07, 2026
Armor Investment Advisors, LLC	History	No change	42,234	1,531	0.49%	0.49%	306	0	0.0%	Q2 2026	Aug 04, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV	History	No change	42,065	1,525	0.07%	0.07%	307	0	0.0%	Q2 2026	Jul 28, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC	History	No change	42,042	1,524	0.24%	0.24%	308	0	0.0%	Q2 2026	Aug 07, 2026
SeaCrest Wealth Management, LLC	History	No change	41,989	1,522	0.17%	0.17%	309	0	0.0%	Q2 2026	Jul 09, 2026
HANTZ FINANCIAL SERVICES, INC.	History	No change	41,860	1,518	0.02%	0.02%	310	0	0.0%	Q2 2026	Aug 13, 2026
QUADRANT CAPITAL GROUP LLC	History	No change	41,659	1,510	0.04%	0.04%	311	0	0.0%	Q2 2026	Aug 14, 2026
FSM Wealth Advisors, LLC	History	No change	41,511	1,505	0.16%	0.16%	312	0	0.0%	Q2 2026	Jul 15, 2026
Alpha Omega Wealth Management LLC	History	No change	41,415	1,501	0.23%	0.23%	313	0	0.0%	Q2 2026	Jul 20, 2026
Modera Wealth Management, LLC	History	No change	41,133	1,491	0.02%	0.02%	314	0	0.0%	Q2 2026	Aug 03, 2026
National Wealth Management Group, LLC	History	No change	40,538	1,469	0.45%	0.45%	315	0	0.0%	Q2 2026	Jul 14, 2026
Mutual Advisors, LLC	History	No change	40,454	1,466	0.03%	0.03%	316	0	0.0%	Q2 2026	Aug 14, 2026
Disciplined Investors, L.L.C.	History	No change	40,394	1,464	0.73%	0.73%	317	0	0.0%	Q2 2026	Aug 11, 2026
Athena Investment Management	History	No change	40,038	1,451	0.86%	0.86%	318	0	0.0%	Q2 2026	Aug 06, 2026
Wilkins Miller Wealth Management, LLC	History	No change	39,802	1,443	0.79%	0.79%	319	0	0.0%	Q2 2026	Jul 21, 2026
Trust Point Inc.	History	No change	39,468	1,431	0.12%	0.12%	320	0	0.0%	Q2 2026	Jul 08, 2026
Financial Solutions Advisory Group, Inc.	History	No change	38,890	1,412	0.18%	0.18%	321	0	0.0%	Q2 2026	Jul 13, 2026
Madden Advisory Services, Inc.	History	No change	38,841	1,408	0.5%	0.5%	322	0	0.0%	Q2 2026	Aug 04, 2026
Windward Private Wealth Management Inc.	History	No change	38,316	1,389	0.44%	0.44%	323	0	0.0%	Q2 2026	Aug 04, 2026
Emerald Advisors, LLC	History	No change	38,012	1,378	0.17%	0.17%	324	0	0.0%	Q2 2026	Jul 20, 2026
SAGE FINANCIAL GROUP INC	History	No change	37,870	1,373	0.08%	0.08%	325	0	0.0%	Q2 2026	Jul 21, 2026
Johnson Bixby & Associates, LLC	History	No change	37,747	1,368	0.15%	0.15%	326	0	0.0%	Q2 2026	Jul 16, 2026
BCS Wealth Management	History	No change	37,574	1,362	0.25%	0.25%	327	0	0.0%	Q2 2026	Jul 16, 2026
Bond & Devick Financial Network, Inc.	History	No change	37,353	1,354	0.33%	0.33%	328	0	0.0%	Q2 2026	Jul 16, 2026
PNC FINANCIAL SERVICES GROUP, INC.	History	No change	37,235	1,350	0.0%	0.0%	329	0	0.0%	Q2 2026	Aug 07, 2026
Stratos Wealth Advisors, LLC	History	No change	37,018	1,342	0.07%	0.07%	330	0	0.0%	Q2 2026	Aug 11, 2026
BESSEMER GROUP INC	History	No change	36,905	1,338	0.0%	0.0%	331	0	0.0%	Q2 2026	Aug 12, 2026
Equitable Holdings, Inc.	History	No change	36,875	1,337	0.01%	0.01%	332	0	0.0%	Q2 2026	Aug 17, 2026
Ignite Planners, LLC	History	No change	36,402	1,319	0.18%	0.18%	333	0	0.0%	Q2 2026	Jul 23, 2026
Focus Partners Advisor Solutions, LLC	History	No change	35,856	1,300	0.01%	0.01%	334	0	0.0%	Q2 2026	Aug 06, 2026
TRUE Private Wealth Advisors	History	No change	35,809	1,298	0.11%	0.11%	335	0	0.0%	Q2 2026	Jul 23, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	History	No change	36,000	1,290	0.0%	0.0%	336	0	0.0%	Q2 2026	Aug 13, 2026
OLIO Financial Planning	History	No change	35,599	1,290	0.32%	0.32%	337	0	0.0%	Q2 2026	Jul 17, 2026
Worth Asset Management, LLC	History	No change	35,511	1,287	0.41%	0.41%	338	0	0.0%	Q2 2026	Jul 08, 2026
Cambridge Financial Group, LLC	History	No change	35,368	1,282	0.4%	0.4%	339	0	0.0%	Q3 2026	Oct 06, 2026
Laird Norton Wetherby Trust Company, LLC	History	No change	35,074	1,271	0.02%	0.02%	340	0	0.0%	Q2 2026	Aug 14, 2026
Armbruster Capital Management, Inc.	History	No change	35,056	1,271	0.19%	0.19%	341	0	0.0%	Q2 2026	Jul 16, 2026
L.K. Benson & Company, P.C.	History	No change	35,049	1,270	0.38%	0.38%	342	0	0.0%	Q2 2026	Jul 24, 2026
Global Financial Private Client, LLC	History	No change	34,897	1,265	0.34%	0.34%	343	0	0.0%	Q2 2026	Jul 20, 2026
Savvy Advisors, Inc.	History	No change	34,667	1,257	0.03%	0.03%	344	0	0.0%	Q2 2026	Aug 03, 2026
C M BIDWELL & ASSOCIATES LTD	History	No change	34,162	1,238	0.51%	0.51%	345	0	0.0%	Q2 2026	Aug 11, 2026
WJ Financial Advisors LLC	History	No change	33,909	1,229	0.9%	0.9%	346	0	0.0%	Q2 2026	Aug 13, 2026
Ironwood Wealth Management, LLC.	History	No change	33,781	1,224	0.27%	0.27%	347	0	0.0%	Q2 2026	Jul 30, 2026
Chicago Partners Investment Group LLC	History	No change	34,285	1,218	0.02%	0.02%	348	0	0.0%	Q2 2026	Jul 29, 2026
J. Derek Lewis & Associates Inc.	History	No change	33,531	1,215	0.23%	0.23%	349	0	0.0%	Q2 2026	Jul 31, 2026
FF Advisors,LLC	History	No change	33,374	1,210	0.45%	0.45%	350	0	0.0%	Q2 2026	Jul 29, 2026
Strategic Blueprint, LLC	History	No change	33,134	1,201	0.06%	0.06%	351	0	0.0%	Q2 2026	Jul 23, 2026
Orion Porfolio Solutions, LLC	History	No change	32,845	1,190	0.01%	0.01%	352	0	0.0%	Q2 2026	Aug 14, 2026
Sunburst Financial Group, LLC	History	No change	32,549	1,180	0.19%	0.19%	353	0	0.0%	Q2 2026	Jul 08, 2026
WHITTIER TRUST CO	History	No change	32,337	1,179	0.01%	0.01%	354	0	0.0%	Q2 2026	Jul 27, 2026
CAHILL FINANCIAL ADVISORS INC	History	No change	32,517	1,179	0.11%	0.11%	355	0	0.0%	Q2 2026	Aug 11, 2026
Navigation Wealth Management, Inc.	History	No change	32,375	1,173	1.62%	1.62%	356	0	0.0%	Q2 2026	Jul 16, 2026
Tradition Wealth Management, LLC	History	No change	32,213	1,168	0.07%	0.07%	357	0	0.0%	Q2 2026	Aug 11, 2026
Whitcomb & Hess, Inc.	History	No change	31,837	1,154	0.25%	0.25%	358	0	0.0%	Q2 2026	Jul 08, 2026
Fort Vancouver Investment Management, LLC	History	No change	31,802	1,153	0.54%	0.54%	359	0	0.0%	Q2 2026	Jul 29, 2026
Nuveen, LLC	History	No change	31,558	1,144	0.0%	0.0%	360	0	0.0%	Q2 2026	Aug 11, 2026
BLAIR WILLIAM & CO/IL	History	No change	31,384	1,137	0.0%	0.0%	361	0	0.0%	Q2 2026	Aug 11, 2026
Belpointe Asset Management LLC	History	No change	31,249	1,133	0.04%	0.04%	362	0	0.0%	Q2 2026	Jul 31, 2026
Fortis Capital Advisors, LLC	History	No change	31,249	1,133	0.13%	0.13%	363	0	0.0%	Q2 2026	Jul 31, 2026
OXFORD FINANCIAL GROUP, LTD. LLC	History	No change	31,160	1,129	0.06%	0.06%	364	0	0.0%	Q2 2026	Aug 11, 2026
Element Wealth, LLC	History	No change	31,104	1,127	0.42%	0.42%	365	0	0.0%	Q2 2026	Aug 14, 2026
BANK OF MONTREAL /CAN/	History	No change	30,998	1,123	0.0%	0.0%	366	0	0.0%	Q2 2026	Aug 12, 2026
TOWER BRIDGE ADVISORS	History	No change	30,067	1,090	0.1%	0.1%	367	0	0.0%	Q2 2026	Aug 12, 2026
ASSOCIATED BANC-CORP	History	No change	30,000	1,087	0.03%	0.03%	368	0	0.0%	Q2 2026	Jul 31, 2026
SAX WEALTH ADVISORS, LLC	History	No change	32,684	1,076	0.04%	0.04%	369	0	0.0%	Q2 2026	Jul 09, 2026
PARK AVENUE SECURITIES LLC	History	No change	29,655	1,075	0.01%	0.01%	370	0	0.0%	Q2 2026	Jul 20, 2026
Freestone Capital Holdings, LLC	History	No change	29,631	1,074	0.03%	0.03%	371	0	0.0%	Q2 2026	Jul 31, 2026
LOWE BROCKENBROUGH & CO INC	History	No change	29,603	1,073	0.05%	0.05%	372	0	0.0%	Q2 2026	Aug 03, 2026
American Investment Services, Inc.	History	No change	29,458	1,068	0.23%	0.23%	373	0	0.0%	Q2 2026	Aug 12, 2026
Csenge Advisory Group	History	No change	28,943	1,049	0.04%	0.04%	374	0	0.0%	Q2 2026	Aug 10, 2026
Morling Financial Advisors, LLC	History	No change	28,720	1,041	0.29%	0.29%	375	0	0.0%	Q2 2026	Aug 06, 2026
Smartleaf Asset Management LLC	History	No change	28,937	1,040	0.03%	0.03%	376	0	0.0%	Q2 2026	Aug 12, 2026
Phil A. Younker & Associates, Ltd.	History	No change	28,669	1,039	0.7%	0.7%	377	0	0.0%	Q2 2026	Aug 07, 2026
Fearless Solutions, LLC dba Best Invest	History	No change	28,536	1,034	0.55%	0.55%	378	0	0.0%	Q2 2026	Jul 21, 2026
CIBC Bancorp USA Inc.	History	No change	28,387	1,029	0.0%	0.0%	379	0	0.0%	Q2 2026	Aug 13, 2026
FIRST MANHATTAN CO. LLC.	History	No change	28,221	1,023	0.0%	0.0%	380	0	0.0%	Q2 2026	Aug 14, 2026
SEI INVESTMENTS CO	History	No change	28,029	1,016	0.0%	0.0%	381	0	0.0%	Q2 2026	Aug 14, 2026
CVA Family Office, LLC	History	No change	27,764	1,006	0.09%	0.09%	382	0	0.0%	Q2 2026	Aug 07, 2026
Merit Financial Group, LLC	History	No change	27,660	1,002	0.01%	0.01%	383	0	0.0%	Q2 2026	Jul 20, 2026
FinDec Wealth Services, Inc.	History	No change	27,593	1,000	1.18%	1.18%	384	0	0.0%	Q2 2026	Aug 06, 2026
Westmount Partners, LLC	History	No change	27,508	997	0.22%	0.22%	385	0	0.0%	Q2 2026	Jul 07, 2026
Per Stirling Capital Management, LLC.	History	No change	27,257	988	0.09%	0.09%	386	0	0.0%	Q2 2026	Aug 14, 2026
Tempus Wealth Planning, LLC	History	No change	26,685	967	0.19%	0.19%	387	0	0.0%	Q2 2026	Jul 22, 2026
Kearns & Associates LLC	History	No change	26,649	966	0.45%	0.45%	388	0	0.0%	Q2 2026	Jul 23, 2026
M1 Capital Management LLC	History	No change	26,609	964	0.36%	0.36%	389	0	0.0%	Q2 2026	Aug 11, 2026
WATERSHED PRIVATE WEALTH LLC	History	No change	26,557	962	0.27%	0.27%	390	0	0.0%	Q2 2026	Jul 17, 2026
Asset Dedication, LLC	History	No change	25,808	935	0.06%	0.06%	391	0	0.0%	Q2 2026	Jul 30, 2026
OneAscent Financial Services LLC	History	No change	25,655	930	0.04%	0.04%	392	0	0.0%	Q2 2026	Aug 11, 2026
Baird Financial Group, Inc.	History	No change	25,636	929	0.0%	0.0%	393	0	0.0%	Q2 2026	Aug 12, 2026
Fonville Wealth Management LLC	History	No change	25,476	923	0.15%	0.15%	394	0	0.0%	Q2 2026	Jul 28, 2026
Firestone Capital Management	History	No change	25,404	921	0.17%	0.17%	395	0	0.0%	Q2 2026	Jul 31, 2026
ALTFEST L J & CO INC	History	No change	25,135	911	0.09%	0.09%	396	0	0.0%	Q2 2026	Jul 30, 2026
Clearwater Capital Advisors, LLC	History	No change	25,109	910	0.07%	0.07%	397	0	0.0%	Q2 2026	Aug 06, 2026
NorthCrest Asset Manangement, LLC	History	No change	25,030	909	0.02%	0.02%	398	0	0.0%	Q2 2026	Jul 15, 2026
Koshinski Asset Management, Inc.	History	No change	24,969	905	0.05%	0.05%	399	0	0.0%	Q2 2026	Jul 27, 2026
WLTH Capital Management, LLC	History	No change	24,946	904	0.58%	0.58%	400	0	0.0%	Q2 2026	Jul 09, 2026
Everhart Financial Group, Inc.	History	No change	24,743	897	0.06%	0.06%	401	0	0.0%	Q2 2026	Jul 08, 2026
Vise Technologies, Inc.	History	No change	24,680	894	0.01%	0.01%	402	0	0.0%	Q2 2026	Aug 10, 2026
Murphy, Middleton, Hinkle & Parker, Inc.	History	No change	24,242	879	0.36%	0.36%	403	0	0.0%	Q2 2026	Jul 14, 2026
Kingsview Wealth Management, LLC	History	No change	24,190	877	0.01%	0.01%	404	0	0.0%	Q2 2026	Aug 18, 2026
RFG Advisory, LLC	History	No change	23,943	868	0.01%	0.01%	405	0	0.0%	Q2 2026	Jul 15, 2026
Sigma Planning Corp	History	No change	23,862	865	0.02%	0.02%	406	0	0.0%	Q2 2026	Aug 07, 2026
Sand Hill Global Advisors, LLC	History	No change	23,792	862	0.03%	0.03%	407	0	0.0%	Q2 2026	Aug 11, 2026
FFT WEALTH MANAGEMENT LLC	History	No change	23,760	861	0.13%	0.13%	408	0	0.0%	Q2 2026	Jul 27, 2026
Broadview Financial Management, LLC	History	No change	23,710	859	0.52%	0.52%	409	0	0.0%	Q2 2026	Aug 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC	History	No change	23,313	845	0.01%	0.01%	410	0	0.0%	Q2 2026	Aug 13, 2026
Wealthfront Advisers LLC	History	No change	22,915	830	0.0%	0.0%	411	0	0.0%	Q2 2026	Aug 07, 2026
HHM Wealth Advisors, LLC	History	No change	22,835	828	0.08%	0.08%	412	0	0.0%	Q2 2026	Jul 13, 2026
Advisory Services Network, LLC	History	No change	22,505	816	0.01%	0.01%	413	0	0.0%	Q2 2026	Aug 12, 2026
COMMERCE BANK	History	No change	22,493	815	0.0%	0.0%	414	0	0.0%	Q2 2026	Aug 12, 2026
IEQ CAPITAL, LLC	History	No change	22,482	815	0.0%	0.0%	415	0	0.0%	Q2 2026	Aug 11, 2026
Murphy & Mullick Capital Management Corp	History	No change	22,355	810	0.5%	0.5%	416	0	0.0%	Q2 2026	Aug 14, 2026
Avant Financial Advisors LLC	History	No change	22,283	807	0.5%	0.5%	417	0	0.0%	Q2 2026	Jul 09, 2026
FC Advisory LLC	History	Added to	21,952	800	0.21%	0.2%	418	+812	3.84%	Q3 2026	Oct 05, 2026
Apella Capital, LLC	History	No change	22,356	800	0.01%	0.01%	419	0	0.0%	Q2 2026	Jul 08, 2026
GLENMEDE TRUST CO NA	History	No change	21,991	797	0.0%	0.0%	420	0	0.0%	Q2 2026	Aug 10, 2026
HARBOUR INVESTMENTS, INC.	History	No change	21,942	795	0.01%	0.01%	421	0	0.0%	Q2 2026	Aug 12, 2026
Ameritas Investment Partners, Inc.	History	No change	21,894	793	0.02%	0.02%	422	0	0.0%	Q2 2026	Aug 13, 2026
Aspen Investment Management Inc	History	No change	21,652	785	0.21%	0.21%	423	0	0.0%	Q2 2026	Jul 17, 2026
MCF Advisors LLC	History	No change	21,497	779	0.03%	0.03%	424	0	0.0%	Q2 2026	Aug 12, 2026
EverSource Wealth Advisors, LLC	History	No change	21,422	776	0.03%	0.03%	425	0	0.0%	Q2 2026	Jul 24, 2026
Falcon Wealth Planning	History	No change	20,881	757	0.05%	0.05%	426	0	0.0%	Q2 2026	Jul 13, 2026
Rehmann Capital Advisory Group	History	No change	20,703	750	0.03%	0.03%	427	0	0.0%	Q2 2026	Aug 20, 2026
Parsonex Advisory Services, Inc.	History	No change	20,647	748	0.65%	0.65%	428	0	0.0%	Q2 2026	Aug 10, 2026
Rockefeller Capital Management L.P.	History	No change	20,525	744	0.0%	0.0%	429	0	0.0%	Q2 2026	Aug 13, 2026
Aegis Wealth Management LLC	History	No change	20,497	743	0.35%	0.35%	430	0	0.0%	Q2 2026	Aug 07, 2026
Bullock Wealth Management Group	History	No change	20,615	741	0.32%	0.32%	431	0	0.0%	Q2 2026	Aug 19, 2026
Vawter Financial, Ltd.	History	No change	20,419	740	0.28%	0.28%	432	0	0.0%	Q2 2026	Jul 24, 2026
Simplicity Wealth,LLC	History	No change	20,232	733	0.02%	0.02%	433	0	0.0%	Q2 2026	Aug 06, 2026
Coastwise Capital Group, LLC	History	No change	20,114	729	0.42%	0.42%	434	0	0.0%	Q2 2026	Jul 16, 2026
Directional Asset Management	History	No change	19,935	722	0.61%	0.61%	435	0	0.0%	Q2 2026	Jul 24, 2026
PDS Planning, Inc	History	No change	19,848	719	0.04%	0.04%	436	0	0.0%	Q2 2026	Aug 05, 2026
BCWM, LLC	History	No change	19,855	719	0.21%	0.21%	437	0	0.0%	Q2 2026	Aug 14, 2026
Summit Financial, LLC	History	No change	19,819	718	0.01%	0.01%	438	0	0.0%	Q2 2026	Aug 12, 2026
Facet Wealth, Inc.	History	No change	19,696	714	0.01%	0.01%	439	0	0.0%	Q2 2026	Jul 27, 2026
Range Advisory, LLC	History	No change	19,613	711	0.08%	0.08%	440	0	0.0%	Q2 2026	Sep 02, 2026
Rosenberg Matthew Hamilton	History	Added to	19,498	710	0.13%	0.13%	441	+265	1.38%	Q3 2026	Oct 05, 2026
United Advisor Group, LLC	History	No change	19,512	707	0.07%	0.07%	442	0	0.0%	Q2 2026	Jul 29, 2026
IF Advisors, LLC	History	No change	19,402	703	0.46%	0.46%	443	0	0.0%	Q2 2026	Aug 13, 2026
Fragasso Financial Advisors Inc	History	No change	19,276	698	0.04%	0.04%	444	0	0.0%	Q2 2026	Jul 09, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	History	No change	19,143	694	0.01%	0.01%	445	0	0.0%	Q2 2026	Jul 14, 2026
JOHNSON INVESTMENT COUNSEL INC	History	No change	18,922	686	0.01%	0.01%	446	0	0.0%	Q2 2026	Jul 23, 2026
RESTON WEALTH MANAGEMENT LLC	History	No change	18,903	685	0.18%	0.18%	447	0	0.0%	Q2 2026	Jul 23, 2026
Portside Wealth Group, LLC	History	No change	18,762	680	0.08%	0.08%	448	0	0.0%	Q2 2026	Jul 14, 2026
KEYVANTAGE WEALTH, LLC	History	No change	18,364	665	0.25%	0.25%	449	0	0.0%	Q2 2026	Aug 11, 2026
Orographic Financial Advisors, LLC	History	No change	17,915	661	0.44%	0.44%	450	0	0.0%	Q2 2026	Aug 13, 2026
Rothschild Wealth LLC	History	No change	18,052	654	0.05%	0.05%	451	0	0.0%	Q2 2026	Aug 11, 2026
HORAN Wealth, LLC	History	No change	18,000	652	0.08%	0.08%	452	0	0.0%	Q2 2026	Aug 26, 2026
Argos Wealth Advisors, LLC	History	No change	17,884	648	0.17%	0.17%	453	0	0.0%	Q2 2026	Aug 13, 2026
Abacus Planning Group, Inc.	History	No change	17,833	646	0.08%	0.08%	454	0	0.0%	Q2 2026	Jul 20, 2026
Balefire, LLC	History	No change	17,822	646	0.11%	0.11%	455	0	0.0%	Q2 2026	Jul 07, 2026
Pine Valley Investments Ltd Liability Co	History	No change	17,810	645	0.03%	0.03%	456	0	0.0%	Q2 2026	Jul 24, 2026
Sachetta, LLC	History	No change	17,807	645	0.31%	0.31%	457	0	0.0%	Q2 2026	Jul 15, 2026
GRANITE ISLANDS PRIVATE WEALTH, LLC	History	No change	17,617	638	0.47%	0.47%	458	0	0.0%	Q2 2026	Jul 21, 2026
Elser Financial Planning, Inc	History	No change	17,389	630	0.03%	0.03%	459	0	0.0%	Q2 2026	Jul 14, 2026
Evensky & Katz LLC	History	No change	17,287	627	0.03%	0.03%	460	0	0.0%	Q2 2026	Jul 22, 2026
3 FACTOR INDEXING, LLC	History	No change	17,309	627	0.53%	0.53%	461	0	0.0%	Q2 2026	Jul 08, 2026
HRT FINANCIAL LP	History	No change	17,215	624	0.0%	0.0%	462	0	0.0%	Q2 2026	Aug 14, 2026
Sovran Advisors, LLC	History	No change	17,660	624	0.05%	0.05%	463	0	0.0%	Q2 2026	Jul 29, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC	History	No change	17,195	624	0.55%	0.55%	464	0	0.0%	Q2 2026	Jul 16, 2026
Clarity Capital Advisors, LLC	History	No change	17,199	623	0.26%	0.26%	465	0	0.0%	Q2 2026	Jul 13, 2026
Cherry Tree Wealth Management, LLC	History	No change	17,178	622	0.12%	0.12%	466	0	0.0%	Q2 2026	Sep 15, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV	History	No change	17,061	618	0.16%	0.16%	467	0	0.0%	Q2 2026	Aug 07, 2026
VAN STRUM & TOWNE INC.	History	No change	16,989	616	0.17%	0.17%	468	0	0.0%	Q2 2026	Jul 31, 2026
WealthPlan Investment Management, LLC	History	No change	16,996	616	0.03%	0.03%	469	0	0.0%	Q2 2026	Jul 28, 2026
ACT WEALTH MANAGEMENT, LLC	History	No change	16,953	614	0.18%	0.18%	470	0	0.0%	Q2 2026	Jul 07, 2026
Arax Advisory Partners	History	No change	16,894	612	0.0%	0.0%	471	0	0.0%	Q2 2026	Aug 10, 2026
Lido Advisors, LLC	History	No change	16,829	610	0.0%	0.0%	472	0	0.0%	Q2 2026	Aug 07, 2026
Medallion Wealth Advisors, LLC	History	No change	16,779	608	0.19%	0.19%	473	0	0.0%	Q2 2026	Aug 14, 2026
Arete Wealth Advisors, LLC	History	No change	16,735	606	0.04%	0.04%	474	0	0.0%	Q2 2026	Aug 12, 2026
Modus Advisors, LLC	History	No change	16,701	605	0.15%	0.15%	475	0	0.0%	Q2 2026	Aug 03, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	History	No change	16,520	599	0.07%	0.07%	476	0	0.0%	Q2 2026	Aug 05, 2026
Private Advisor Group, LLC	History	No change	16,518	598	0.0%	0.0%	477	0	0.0%	Q2 2026	Jul 27, 2026
Thrive Wealth Management, LLC	History	No change	16,411	595	0.08%	0.08%	478	0	0.0%	Q2 2026	Jul 07, 2026
Acropolis Investment Management, LLC	History	No change	16,395	594	0.02%	0.02%	479	0	0.0%	Q2 2026	Jul 16, 2026
Amicus Financial Advisors, LLC	History	No change	16,381	593	0.15%	0.15%	480	0	0.0%	Q2 2026	Jul 20, 2026
Wilson & Boucher Capital Management, LLC	History	No change	16,107	584	0.34%	0.34%	481	0	0.0%	Q2 2026	Aug 18, 2026
Robinswood Financial LLC	History	No change	16,054	582	0.17%	0.17%	482	0	0.0%	Q2 2026	Jul 14, 2026
Meeder Advisory Services, Inc.	History	No change	16,045	581	0.02%	0.02%	483	0	0.0%	Q2 2026	Aug 07, 2026
Meridian Wealth Management, LLC	History	No change	16,002	580	0.02%	0.02%	484	0	0.0%	Q2 2026	Aug 05, 2026
Laraway Financial Advisors Inc	History	No change	15,969	579	0.35%	0.35%	485	0	0.0%	Q2 2026	Aug 03, 2026
Advyzon Investment Management, LLC	History	No change	15,896	576	0.04%	0.04%	486	0	0.0%	Q2 2026	Aug 14, 2026
SFMG, LLC	History	No change	15,859	575	0.03%	0.03%	487	0	0.0%	Q2 2026	Aug 13, 2026
Elwood & Goetz Wealth Advisory Group, LLC	History	No change	15,811	573	0.08%	0.08%	488	0	0.0%	Q2 2026	Aug 13, 2026
Curtis Advisory Group, LLC	History	No change	15,779	572	0.11%	0.11%	489	0	0.0%	Q2 2026	Jul 29, 2026
Red Door Wealth Management, LLC	History	No change	15,756	571	0.05%	0.05%	490	0	0.0%	Q2 2026	Jul 13, 2026
Blossom Wealth Management	History	No change	15,711	569	0.8%	0.8%	491	0	0.0%	Q2 2026	Jul 24, 2026
SYM FINANCIAL Corp	History	No change	15,669	568	0.05%	0.05%	492	0	0.0%	Q2 2026	Aug 04, 2026
FIDUCIARY FINANCIAL ADVISORS	History	No change	15,631	566	0.06%	0.06%	493	0	0.0%	Q2 2026	Aug 13, 2026
Modern Wealth Management, LLC	History	No change	15,543	563	0.01%	0.01%	494	0	0.0%	Q2 2026	Aug 13, 2026
CHOREO, LLC	History	No change	15,414	558	0.01%	0.01%	495	0	0.0%	Q2 2026	Aug 04, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	History	No change	15,312	555	0.0%	0.0%	496	0	0.0%	Q2 2026	Aug 10, 2026
McKinley Carter Wealth Services, Inc.	History	No change	15,311	555	0.03%	0.03%	497	0	0.0%	Q2 2026	Jul 28, 2026
Fiduciary Alliance LLC	History	No change	15,255	553	0.04%	0.04%	498	0	0.0%	Q2 2026	Jul 20, 2026
OFS Enterprise LLC	History	No change	15,260	553	0.14%	0.14%	499	0	0.0%	Q2 2026	Jul 08, 2026
&PARTNERS	History	No change	15,229	552	0.0%	0.0%	500	0	0.0%	Q2 2026	Aug 14, 2026
One Capital Management, LLC	History	No change	16,770	552	0.02%	0.02%	501	0	0.0%	Q2 2026	Aug 13, 2026
Retirement Planning Group, LLC	History	No change	15,221	551	0.01%	0.01%	502	0	0.0%	Q2 2026	Aug 05, 2026
BWM Planning, LLC	History	No change	14,997	543	0.13%	0.13%	503	0	0.0%	Q2 2026	Jul 23, 2026
Abound Wealth Management	History	No change	14,889	539	0.11%	0.11%	504	0	0.0%	Q2 2026	Jul 10, 2026
BROWN ADVISORY INC	History	No change	14,843	538	0.0%	0.0%	505	0	0.0%	Q2 2026	Aug 14, 2026
Zhang Financial LLC	History	No change	14,848	538	0.02%	0.02%	506	0	0.0%	Q2 2026	Jul 30, 2026
Geometric Wealth Advisors	History	No change	14,860	538	0.06%	0.06%	507	0	0.0%	Q2 2026	Aug 11, 2026
CDKV HOLDINGS LLC	History	No change	14,659	531	0.41%	0.41%	508	0	0.0%	Q2 2026	Jul 30, 2026
SALEM INVESTMENT COUNSELORS INC	History	No change	14,538	527	0.01%	0.01%	509	0	0.0%	Q2 2026	Jul 14, 2026
EVERMAY WEALTH MANAGEMENT LLC	History	No change	14,560	527	0.05%	0.05%	510	0	0.0%	Q2 2026	Jul 27, 2026
SHEETS SMITH WEALTH MANAGEMENT	History	No change	14,510	526	0.05%	0.05%	511	0	0.0%	Q2 2026	Jul 13, 2026
Cornerstone Wealth Group, LLC	History	No change	14,528	526	0.03%	0.03%	512	0	0.0%	Q2 2026	Jul 27, 2026
BOURGEON CAPITAL MANAGEMENT LLC	History	No change	14,450	523	0.08%	0.08%	513	0	0.0%	Q2 2026	Jul 22, 2026
NorthRock Partners, LLC	History	No change	14,364	520	0.01%	0.01%	514	0	0.0%	Q2 2026	Aug 11, 2026
Livet Wealth, LLC	History	No change	14,315	519	0.3%	0.3%	515	0	0.0%	Q2 2026	Jul 28, 2026
Gradient Capital Advisors, LLC	History	No change	14,300	518	0.12%	0.12%	516	0	0.0%	Q2 2026	Jul 13, 2026
Dorsey & Whitney Trust CO LLC	History	No change	14,237	516	0.03%	0.03%	517	0	0.0%	Q2 2026	Aug 14, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	History	No change	13,997	507	0.14%	0.14%	518	0	0.0%	Q2 2026	Jul 24, 2026
Birchwood Financial Partners, Inc.	History	No change	13,915	504	0.41%	0.41%	519	0	0.0%	Q2 2026	Aug 06, 2026
Gambit Capital Management, LLC	History	No change	13,876	503	0.29%	0.29%	520	0	0.0%	Q2 2026	Aug 11, 2026
Ameritas Advisory Services, LLC	History	No change	13,865	502	0.01%	0.01%	521	0	0.0%	Q2 2026	Aug 14, 2026
NICOLET BANKSHARES INC	History	No change	13,592	492	0.02%	0.02%	522	0	0.0%	Q2 2026	Aug 11, 2026
Evanson Financial, LLC	History	No change	13,547	491	0.02%	0.02%	523	0	0.0%	Q2 2026	Jul 07, 2026
Pflug Koory, LLC	History	No change	13,510	489	0.2%	0.2%	524	0	0.0%	Q2 2026	Jul 21, 2026
Hardin Capital Partners, LLC	History	No change	13,458	487	0.23%	0.23%	525	0	0.0%	Q2 2026	Jul 07, 2026
Sterling Financial Planning, Inc.	History	No change	13,381	485	0.13%	0.13%	526	0	0.0%	Q2 2026	Aug 11, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC	History	No change	13,302	482	0.0%	0.0%	527	0	0.0%	Q2 2026	Aug 14, 2026
Yoffe Investment Management, LLC	History	No change	13,228	479	0.55%	0.55%	528	0	0.0%	Q2 2026	Jul 09, 2026
LOM Asset Management Ltd	History	No change	13,235	479	0.12%	0.12%	529	0	0.0%	Q2 2026	Aug 04, 2026
APPLETON PARTNERS INC/MA	History	No change	13,164	477	0.03%	0.03%	530	0	0.0%	Q2 2026	Jul 21, 2026
Private Capital Management, LLC	History	No change	13,181	477	0.04%	0.04%	531	0	0.0%	Q2 2026	Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	History	No change	13,129	472	0.03%	0.03%	532	0	0.0%	Q2 2026	Jul 22, 2026
Cooke Wealth Management, LLC	History	No change	12,828	465	0.38%	0.38%	533	0	0.0%	Q2 2026	Jul 16, 2026
ATLAS CAPITAL ADVISORS INC.	History	No change	12,813	464	0.05%	0.05%	534	0	0.0%	Q2 2026	Aug 13, 2026
SACHEM HILL LLC	History	No change	12,749	462	0.08%	0.08%	535	0	0.0%	Q2 2026	Aug 10, 2026
Grey Ledge Advisors, LLC	History	No change	12,691	460	0.09%	0.09%	536	0	0.0%	Q2 2026	Jul 27, 2026
Sunesis Advisors, LLC	History	No change	12,698	460	0.19%	0.19%	537	0	0.0%	Q2 2026	Jul 10, 2026
Warwick Investment Management, Inc.	History	No change	12,709	460	0.05%	0.05%	538	0	0.0%	Q2 2026	Jul 31, 2026
Apeiron RIA LLC	History	No change	12,684	459	0.12%	0.12%	539	0	0.0%	Q2 2026	Jul 16, 2026
PFG Advisors	History	No change	12,579	456	0.02%	0.02%	540	0	0.0%	Q2 2026	Jul 16, 2026
Caprock Group, LLC	History	No change	12,558	455	0.01%	0.01%	541	0	0.0%	Q2 2026	Jul 27, 2026
SWS Partners	History	No change	12,531	454	0.1%	0.1%	542	0	0.0%	Q2 2026	Aug 03, 2026
Front Row Advisors LLC	History	No change	12,313	452	0.13%	0.13%	543	0	0.0%	Q2 2026	Aug 13, 2026
TUDOR INVESTMENT CORP ET AL	History	No change	12,412	450	0.0%	0.0%	544	0	0.0%	Q2 2026	Aug 14, 2026
Cassaday & Co Wealth Management LLC	History	No change	12,367	448	0.01%	0.01%	545	0	0.0%	Q2 2026	Aug 10, 2026
AdvisorNet Financial, Inc	History	No change	12,312	446	0.02%	0.02%	546	0	0.0%	Q2 2026	Jul 23, 2026
FOSTER & MOTLEY INC	History	No change	12,237	444	0.02%	0.02%	547	0	0.0%	Q2 2026	Aug 07, 2026
Parkwoods Wealth Partners, LLC	History	No change	12,166	441	0.07%	0.07%	548	0	0.0%	Q2 2026	Jul 27, 2026
Diversified Portfolios, Inc.	History	No change	11,941	432	0.03%	0.03%	549	0	0.0%	Q2 2026	Aug 04, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	History	No change	11,910	431	0.23%	0.23%	550	0	0.0%	Q2 2026	Aug 11, 2026
Dynamic Advisor Solutions LLC	History	No change	11,855	429	0.01%	0.01%	551	0	0.0%	Q2 2026	Jul 07, 2026
Summit Financial Strategies, Inc.	History	No change	11,819	428	0.03%	0.03%	552	0	0.0%	Q2 2026	Jul 24, 2026
AE Wealth Management LLC	History	No change	11,753	426	0.0%	0.0%	553	0	0.0%	Q2 2026	Aug 03, 2026
Almanack Investment Partners, LLC.	History	No change	11,638	421	0.05%	0.05%	554	0	0.0%	Q2 2026	Jul 30, 2026
Daybright Advisory Services, Inc.	History	No change	11,708	421	0.1%	0.1%	555	0	0.0%	Q2 2026	Aug 04, 2026
Comprehensive Money Management Services LLC	History	No change	11,588	420	0.26%	0.26%	556	0	0.0%	Q2 2026	Aug 14, 2026
WHITTIER TRUST CO OF NEVADA INC	History	No change	11,390	407	0.01%	0.01%	557	0	0.0%	Q2 2026	Jul 27, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	History	No change	11,172	405	0.02%	0.02%	558	0	0.0%	Q2 2026	Jul 20, 2026
Ancora Advisors LLC	History	No change	11,157	404	0.01%	0.01%	559	0	0.0%	Q2 2026	Aug 14, 2026
First Growth Capital LLC	History	No change	11,062	401	0.3%	0.3%	560	0	0.0%	Q2 2026	Jul 16, 2026
MOTIVE WEALTH ADVISORS	History	No change	11,012	399	0.16%	0.16%	561	0	0.0%	Q2 2026	Jul 20, 2026
OLD NATIONAL BANCORP /IN/	History	No change	10,985	398	0.01%	0.01%	562	0	0.0%	Q2 2026	Jul 15, 2026
Waterford Advisors, LLC	History	No change	11,780	398	0.11%	0.11%	563	0	0.0%	Q2 2026	Aug 14, 2026
BSW Wealth Partners	History	No change	10,953	397	0.04%	0.04%	564	0	0.0%	Q2 2026	Jul 15, 2026
Paragon Private Wealth Management, LLC	History	No change	10,953	397	0.1%	0.1%	565	0	0.0%	Q2 2026	Jul 28, 2026
Alteri Wealth LLC	History	No change	10,872	394	0.11%	0.11%	566	0	0.0%	Q2 2026	Jul 29, 2026
Trek Financial, LLC	History	No change	10,809	391	0.02%	0.02%	567	0	0.0%	Q2 2026	Aug 13, 2026
Aspiring Ventures, LLC	History	No change	10,739	389	0.09%	0.09%	568	0	0.0%	Q2 2026	Aug 05, 2026
Capital Investment Advisors, LLC	History	No change	10,573	383	0.01%	0.01%	569	0	0.0%	Q2 2026	Aug 06, 2026
BFSG, LLC	History	No change	10,497	380	0.03%	0.03%	570	0	0.0%	Q2 2026	Jul 20, 2026
SIGNATUREFD, LLC	History	No change	10,451	378	0.01%	0.01%	571	0	0.0%	Q2 2026	Jul 23, 2026
Pure Financial Advisors, LLC	History	No change	10,431	378	0.0%	0.0%	572	0	0.0%	Q2 2026	Aug 14, 2026
Golden State Wealth Management, LLC	History	No change	10,416	377	0.03%	0.03%	573	0	0.0%	Q2 2026	Jul 22, 2026
J.W. COLE ADVISORS, INC.	History	No change	10,365	375	0.01%	0.01%	574	0	0.0%	Q2 2026	Jul 21, 2026
Capital Advisors, Ltd. LLC	History	No change	10,310	374	0.04%	0.04%	575	0	0.0%	Q2 2026	Jul 16, 2026
Empirical Asset Management, LLC	History	No change	10,238	371	0.08%	0.08%	576	0	0.0%	Q2 2026	Aug 10, 2026
Gilbert & Cook, Inc.	History	No change	10,187	369	0.04%	0.04%	577	0	0.0%	Q2 2026	Jul 28, 2026
Compound Planning, Inc.	History	No change	10,204	369	0.01%	0.01%	578	0	0.0%	Q2 2026	Aug 04, 2026
MJT & Associates Financial Advisory Group, Inc.	History	No change	10,073	365	0.24%	0.24%	579	0	0.0%	Q2 2026	Jul 06, 2026
EVERGREEN CAPITAL MANAGEMENT LLC	History	No change	10,009	362	0.01%	0.01%	580	0	0.0%	Q2 2026	Jul 23, 2026
PKS Advisory Services, LLC	History	No change	9,942	360	0.06%	0.06%	581	0	0.0%	Q2 2026	Aug 04, 2026
Schaeffer Financial LLC	History	No change	9,956	360	0.28%	0.28%	582	0	0.0%	Q2 2026	Aug 03, 2026
Twele Capital Management, Inc.	History	No change	9,846	357	0.06%	0.06%	583	0	0.0%	Q2 2026	Jul 14, 2026
Argent Trust Co	History	No change	9,864	357	0.01%	0.01%	584	0	0.0%	Q2 2026	Aug 06, 2026
ETF Store, Inc.	History	No change	9,860	357	0.3%	0.3%	585	0	0.0%	Q2 2026	Jul 29, 2026
Global Strategic Investment Solutions, LLC	History	No change	9,795	355	0.03%	0.03%	586	0	0.0%	Q2 2026	Aug 07, 2026
GILPIN WEALTH MANAGEMENT, LLC	History	No change	9,810	355	0.25%	0.25%	587	0	0.0%	Q2 2026	Jul 24, 2026
VSM Wealth Advisory, LLC	History	No change	9,789	354	0.09%	0.09%	588	0	0.0%	Q2 2026	Jul 22, 2026
Bensler, LLC	History	No change	9,753	353	0.03%	0.03%	589	0	0.0%	Q2 2026	Jul 23, 2026
Stratos Wealth Partners, LTD.	History	No change	9,645	349	0.0%	0.0%	590	0	0.0%	Q2 2026	Aug 11, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC	History	No change	9,642	349	0.26%	0.26%	591	0	0.0%	Q2 2026	Aug 05, 2026
Richardson Capital Management LLC	History	No change	9,603	348	0.15%	0.15%	592	0	0.0%	Q2 2026	Jul 17, 2026
Larson Financial Group LLC	History	No change	9,460	343	0.01%	0.01%	593	0	0.0%	Q2 2026	Aug 14, 2026
WARNER FINANCIAL, INC	History	No change	9,472	343	0.1%	0.1%	594	0	0.0%	Q2 2026	Jul 09, 2026
Steelhead Wealth Management LLC	History	No change	9,455	342	0.14%	0.14%	595	0	0.0%	Q2 2026	Aug 13, 2026
Compass Financial Group, INC/SD	History	No change	9,303	337	0.04%	0.04%	596	0	0.0%	Q2 2026	Aug 04, 2026
Wealthspire Retirement, LLC	History	No change	9,314	337	0.02%	0.02%	597	0	0.0%	Q2 2026	Aug 12, 2026
Clal Insurance Enterprises Holdings Ltd	History	No change	9,234	335	0.0%	0.0%	598	0	0.0%	Q2 2026	Aug 13, 2026
STATE STREET CORP	History	No change	9,234	334	0.0%	0.0%	599	0	0.0%	Q2 2026	Sep 22, 2026
RTD Financial Advisors, Inc.	History	No change	9,200	333	0.04%	0.04%	600	0	0.0%	Q2 2026	Jul 13, 2026
RCW Management, LLC	History	No change	9,178	332	0.3%	0.3%	601	0	0.0%	Q2 2026	Jul 21, 2026
Great Waters Wealth Management	History	No change	9,120	330	0.03%	0.03%	602	0	0.0%	Q2 2026	Jul 08, 2026
Washington Trust Advisors, Inc.	History	No change	9,089	329	0.02%	0.02%	603	0	0.0%	Q2 2026	Jul 29, 2026
MONECO ADVISORS, LLC	History	No change	9,033	327	0.02%	0.02%	604	0	0.0%	Q2 2026	Aug 11, 2026
INSIGNEO ADVISORY SERVICES, LLC	History	No change	8,990	325	0.01%	0.01%	605	0	0.0%	Q2 2026	Aug 14, 2026
Capital Planning LLC	History	No change	8,939	324	0.09%	0.09%	606	0	0.0%	Q2 2026	Jul 22, 2026
EJMK Ventures LLC	History	No change	8,919	323	0.15%	0.15%	607	0	0.0%	Q2 2026	Aug 06, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	History	No change	8,800	319	0.08%	0.08%	608	0	0.0%	Q2 2026	Aug 12, 2026
Guardian Wealth Advisors, LLC	History	No change	8,782	318	0.16%	0.16%	609	0	0.0%	Q2 2026	Aug 05, 2026
American Trust	History	No change	8,784	318	0.02%	0.02%	610	0	0.0%	Q2 2026	Aug 14, 2026
Successful Portfolios LLC	History	No change	8,712	317	0.15%	0.15%	611	0	0.0%	Q2 2026	Jul 14, 2026
PANORAMIC INVESTMENT ADVISORS, LLC	History	No change	8,712	315	0.15%	0.15%	612	0	0.0%	Q2 2026	Aug 13, 2026
Downshift Financial, LLC	History	No change	8,692	315	0.14%	0.14%	613	0	0.0%	Q2 2026	Aug 12, 2026
STERLING INVESTMENT MANAGEMENT, LLC	History	No change	8,662	314	0.17%	0.17%	614	0	0.0%	Q2 2026	Jul 21, 2026
RIVERSEDGE ADVISORS, LLC	History	No change	8,613	312	0.04%	0.04%	615	0	0.0%	Q2 2026	Jul 16, 2026
Planned Solutions, Inc.	History	No change	8,606	312	0.09%	0.09%	616	0	0.0%	Q2 2026	Jul 13, 2026
Glaxis Capital Management, LLC	History	No change	8,588	311	0.62%	0.62%	617	0	0.0%	Q2 2026	Aug 10, 2026
Castleview Partners, LLC	History	No change	8,528	309	0.14%	0.14%	618	0	0.0%	Q2 2026	Jul 20, 2026
MARIETTA INVESTMENT PARTNERS LLC	History	No change	8,415	305	0.05%	0.05%	619	0	0.0%	Q2 2026	Aug 12, 2026
Pine Haven Investment Counsel, Inc	History	No change	8,422	305	0.2%	0.2%	620	0	0.0%	Q2 2026	Jul 08, 2026
Flower City Capital	History	No change	8,388	304	0.13%	0.13%	621	0	0.0%	Q2 2026	Jul 07, 2026
FIDUCIENT ADVISORS LLC	History	No change	8,313	301	0.04%	0.04%	622	0	0.0%	Q2 2026	Aug 07, 2026
Daytona Street Capital LLC	History	No change	8,226	300	0.22%	0.22%	623	0	0.0%	Q2 2026	Aug 03, 2026
Roble, Belko & Company, Inc	History	No change	8,177	296	0.03%	0.03%	624	0	0.0%	Q2 2026	Jul 24, 2026
Joseph P. Lucia & Associates, LLC	History	No change	8,164	296	0.09%	0.09%	625	0	0.0%	Q2 2026	Aug 07, 2026
FRANKLIN RESOURCES INC	History	No change	8,160	295	0.0%	0.0%	626	0	0.0%	Q2 2026	Aug 13, 2026
SAGE RHINO CAPITAL LLC	History	No change	8,160	295	0.05%	0.05%	627	0	0.0%	Q2 2026	Aug 03, 2026
WealthPLAN Partners, LLC	History	No change	8,091	293	0.06%	0.06%	628	0	0.0%	Q2 2026	Jul 28, 2026
VOISARD ASSET MANAGEMENT GROUP, INC.	History	No change	8,099	293	0.06%	0.06%	629	0	0.0%	Q2 2026	Jul 13, 2026
RED REEF ADVISORS LLC	History	No change	8,060	292	0.27%	0.27%	630	0	0.0%	Q2 2026	Jul 23, 2026
IMA Advisory Services, Inc.	History	No change	8,037	291	0.02%	0.02%	631	0	0.0%	Q2 2026	Aug 10, 2026
PRIVATE TRUST CO NA	History	No change	7,978	289	0.02%	0.02%	632	0	0.0%	Q2 2026	Jul 28, 2026
D.A. DAVIDSON & CO.	History	No change	7,921	287	0.0%	0.0%	633	0	0.0%	Q2 2026	Jul 24, 2026
MORRIS FINANCIAL CONCEPTS, INC.	History	No change	7,933	287	0.09%	0.09%	634	0	0.0%	Q2 2026	Jul 29, 2026
CITADEL ADVISORS LLC	History	No change	7,934	287	0.0%	0.0%	635	0	0.0%	Q2 2026	Sep 02, 2026
SIGMA INVESTMENT COUNSELORS INC	History	No change	7,904	286	0.01%	0.01%	636	0	0.0%	Q2 2026	Jul 28, 2026
Snider Financial Group	History	No change	7,874	285	0.07%	0.07%	637	0	0.0%	Q2 2026	Jul 14, 2026
Cordant, Inc.	History	No change	7,752	281	0.1%	0.1%	638	0	0.0%	Q2 2026	Jul 14, 2026
Janney Montgomery Scott LLC	History	No change	7,726	280	0.0%	0.0%	639	0	0.0%	Q2 2026	Aug 05, 2026
SHP Wealth Management	History	No change	7,740	280	0.02%	0.02%	640	0	0.0%	Q2 2026	Aug 11, 2026
SLT Holdings LLC	History	No change	7,655	277	0.17%	0.17%	641	0	0.0%	Q2 2026	Jul 17, 2026
Factor Wealth Management LTD	History	No change	7,635	276	0.04%	0.04%	642	0	0.0%	Q2 2026	Jul 07, 2026
Advisory Alpha, LLC	History	No change	7,602	275	0.01%	0.01%	643	0	0.0%	Q2 2026	Aug 11, 2026
Forum Financial Management, LP	History	No change	7,603	275	0.0%	0.0%	644	0	0.0%	Q2 2026	Jul 23, 2026
Stirlingshire Investments, Inc.	History	No change	7,540	273	0.2%	0.2%	645	0	0.0%	Q2 2026	Jul 31, 2026
YHB Investment Advisors, Inc.	History	No change	7,499	271	0.02%	0.02%	646	0	0.0%	Q2 2026	Jul 14, 2026
Stone Summit Wealth LLC	History	No change	7,420	269	0.07%	0.07%	647	0	0.0%	Q2 2026	Jul 23, 2026
HIGHLINE WEALTH PARTNERS LLC	History	No change	7,433	269	0.05%	0.05%	648	0	0.0%	Q2 2026	Jul 15, 2026
Carnegie Investment Counsel	History	No change	7,307	264	0.01%	0.01%	649	0	0.0%	Q2 2026	Jul 30, 2026
DBK Financial Counsel, LLC	History	No change	7,249	262	0.22%	0.22%	650	0	0.0%	Q2 2026	Jul 21, 2026
Elite Life Management LLC	History	No change	7,162	262	0.31%	0.31%	651	0	0.0%	Q2 2026	Aug 06, 2026
Arkadios Wealth Advisors	History	No change	7,190	260	0.0%	0.0%	652	0	0.0%	Q2 2026	Aug 10, 2026
UMB Bank, n.a.	History	No change	7,146	259	0.0%	0.0%	653	0	0.0%	Q2 2026	Aug 13, 2026
PITTENGER & ANDERSON INC	History	No change	7,098	257	0.01%	0.01%	654	0	0.0%	Q2 2026	Jul 27, 2026
Avidian Wealth Enterprises, LLC	History	No change	7,113	257	0.01%	0.01%	655	0	0.0%	Q2 2026	Jul 24, 2026
ARBOR TRUST WEALTH ADVISORS, LLC	History	No change	7,066	256	0.1%	0.1%	656	0	0.0%	Q2 2026	Aug 06, 2026
CHAPMAN FINANCIAL GROUP, LLC	History	No change	7,047	255	0.17%	0.17%	657	0	0.0%	Q2 2026	Aug 05, 2026
RHS Financial, LLC	History	No change	6,992	253	0.1%	0.1%	658	0	0.0%	Q2 2026	Aug 07, 2026
Integrated Advisors Network LLC	History	No change	6,942	251	0.01%	0.01%	659	0	0.0%	Q2 2026	Aug 11, 2026
Liberty Capital Management, Inc.	History	No change	6,919	250	0.04%	0.04%	660	0	0.0%	Q2 2026	Jul 17, 2026
Pacific Point Advisors, LLC	History	No change	6,912	250	0.11%	0.11%	661	0	0.0%	Q2 2026	Jul 24, 2026
Emergent Wealth Advisors, LLC	History	No change	6,741	248	0.13%	0.13%	662	0	0.0%	Q2 2026	Jul 13, 2026
UNIQUE WEALTH, LLC	History	No change	6,851	248	0.03%	0.03%	663	0	0.0%	Q2 2026	Jul 21, 2026
Vermillion Wealth Management, Inc.	History	No change	6,826	247	0.06%	0.06%	664	0	0.0%	Q2 2026	Jul 15, 2026
TWO SIGMA SECURITIES, LLC	History	No change	6,786	246	0.02%	0.02%	665	0	0.0%	Q2 2026	Aug 14, 2026
Focused Wealth Management, Inc	History	No change	6,789	246	0.02%	0.02%	666	0	0.0%	Q2 2026	Aug 06, 2026
Northwest Bancshares, Inc.	History	No change	6,767	245	0.04%	0.04%	667	0	0.0%	Q2 2026	Aug 14, 2026
PRUDENT INVESTORS NETWORK, INC.	History	No change	6,754	244	0.05%	0.05%	668	0	0.0%	Q2 2026	Aug 13, 2026
Parkshore Wealth Management, Inc.	History	No change	6,754	244	0.07%	0.07%	669	0	0.0%	Q2 2026	Aug 07, 2026
Owl Creek Wealth Partners LLC	History	No change	6,742	244	0.07%	0.07%	670	0	0.0%	Q2 2026	Jul 20, 2026
Clearstead Advisors, LLC	History	No change	6,694	242	0.0%	0.0%	671	0	0.0%	Q2 2026	Aug 06, 2026
Wealthcare Advisory Partners LLC	History	No change	6,682	242	0.0%	0.0%	672	0	0.0%	Q2 2026	Jul 09, 2026
Peterson Wealth Advisors, LLC	History	No change	6,701	242	0.03%	0.03%	673	0	0.0%	Q2 2026	Aug 10, 2026
WEDBUSH SECURITIES INC	History	No change	6,609	240	0.01%	0.01%	674	0	0.0%	Q2 2026	Jul 28, 2026
Sterling Investment Advisors, Ltd.	History	No change	6,596	239	0.04%	0.04%	675	0	0.0%	Q2 2026	Jul 28, 2026
Cypress Wealth Services, LLC	History	No change	6,607	239	0.03%	0.03%	676	0	0.0%	Q2 2026	Jul 10, 2026
Mission Creek Capital Partners, Inc.	History	No change	6,596	239	0.04%	0.04%	677	0	0.0%	Q2 2026	Aug 14, 2026
Vilga Financial Planning LLC	History	No change	6,571	238	0.18%	0.18%	678	0	0.0%	Q2 2026	Jul 09, 2026
Private Wealth Management Group, LLC	History	No change	6,490	235	0.05%	0.05%	679	0	0.0%	Q2 2026	Jul 27, 2026
WASHINGTON TRUST Co	History	No change	6,400	232	0.01%	0.01%	680	0	0.0%	Q2 2026	Aug 03, 2026
WHALEROCK POINT PARTNERS, LLC	History	No change	6,400	232	0.04%	0.04%	681	0	0.0%	Q2 2026	Aug 13, 2026
Carter Financial Group, INC.	History	No change	6,410	232	0.12%	0.12%	682	0	0.0%	Q2 2026	Jul 30, 2026
Athena Wealth Management, LLC	History	No change	6,377	231	0.17%	0.17%	683	0	0.0%	Q2 2026	Jul 21, 2026
Venture Visionary Partners LLC	History	No change	6,320	229	0.01%	0.01%	684	0	0.0%	Q2 2026	Jul 27, 2026
Pacific Asset Management, LLC	History	No change	6,320	229	0.11%	0.11%	685	0	0.0%	Q2 2026	Jul 27, 2026
Avantax Planning Partners, Inc.	History	No change	6,312	228	0.01%	0.01%	686	0	0.0%	Q2 2026	Jul 28, 2026
Radnor Capital Management, LLC	History	No change	6,305	228	0.03%	0.03%	687	0	0.0%	Q2 2026	Jul 16, 2026
CRA Financial Services, LLC	History	No change	6,221	225	0.03%	0.03%	688	0	0.0%	Q2 2026	Jul 24, 2026
FELL CAPITAL MANAGEMENT /ADV	History	No change	6,200	224	0.19%	0.19%	689	0	0.0%	Q2 2026	Jul 24, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	History	No change	6,184	224	0.03%	0.03%	690	0	0.0%	Q2 2026	Jul 20, 2026
Diversify Advisory Services, LLC	History	No change	6,306	224	0.0%	0.0%	691	0	0.0%	Q2 2026	Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC	History	No change	6,306	224	0.0%	0.0%	692	0	0.0%	Q2 2026	Jul 29, 2026
CERTIOR FINANCIAL GROUP, LLC	History	No change	6,161	223	0.12%	0.12%	693	0	0.0%	Q2 2026	Jul 20, 2026
Forvis Mazars Wealth Advisors, LLC	History	No change	6,119	221	0.0%	0.0%	694	0	0.0%	Q2 2026	Aug 10, 2026
Faithward Advisors, LLC	History	No change	6,077	220	0.03%	0.03%	695	0	0.0%	Q2 2026	Aug 12, 2026
Ethic Inc.	History	No change	6,069	220	0.0%	0.0%	696	0	0.0%	Q2 2026	Jul 29, 2026
Dunhill Financial, LLC	History	No change	6,071	220	0.04%	0.04%	697	0	0.0%	Q2 2026	Aug 07, 2026
First Western Trust Bank	History	No change	6,043	219	0.01%	0.01%	698	0	0.0%	Q2 2026	Jul 29, 2026
Peak Financial Management, Inc.	History	No change	6,040	219	0.05%	0.05%	699	0	0.0%	Q2 2026	Jul 20, 2026
CGN Advisors LLC	History	No change	6,055	219	0.02%	0.02%	700	0	0.0%	Q2 2026	Jul 06, 2026
VANGUARD ADVISERS INC	History	No change	6,030	218	0.0%	0.0%	701	0	0.0%	Q2 2026	Aug 13, 2026
Y-Intercept (Hong Kong) Ltd	History	No change	6,026	218	0.0%	0.0%	702	0	0.0%	Q2 2026	Jul 13, 2026
Berger Financial Group, Inc	History	No change	6,034	218	0.01%	0.01%	703	0	0.0%	Q2 2026	Aug 04, 2026
CWA Asset Management Group, LLC	History	No change	5,969	216	0.01%	0.01%	704	0	0.0%	Q2 2026	Jul 14, 2026
SIMON QUICK ADVISORS, LLC	History	No change	5,984	216	0.01%	0.01%	705	0	0.0%	Q2 2026	Jul 28, 2026
Advisor OS, LLC	History	No change	5,972	216	0.01%	0.01%	706	0	0.0%	Q2 2026	Aug 05, 2026
Carolina Wealth Advisors, LLC	History	No change	5,980	216	0.08%	0.08%	707	0	0.0%	Q2 2026	Jul 09, 2026
XY Planning Network, Inc.	History	No change	5,918	214	0.03%	0.03%	708	0	0.0%	Q2 2026	Jul 14, 2026
WEIK CAPITAL MANAGEMENT	History	No change	5,875	213	0.08%	0.08%	709	0	0.0%	Q2 2026	Aug 12, 2026
Ironwood Financial, llc	History	No change	5,937	212	0.03%	0.03%	710	0	0.0%	Q2 2026	Jul 17, 2026
BXM Wealth LLC	History	No change	5,852	212	0.12%	0.12%	711	0	0.0%	Q2 2026	Jul 24, 2026
Storen Legacy Partners, LLC	History	No change	5,864	212	0.06%	0.06%	712	0	0.0%	Q2 2026	Jul 17, 2026
Cambria Investment Management, L.P.	History	No change	5,820	211	0.01%	0.01%	713	0	0.0%	Q2 2026	Aug 14, 2026
Empowered Funds, LLC	History	No change	5,820	211	0.0%	0.0%	714	0	0.0%	Q2 2026	Aug 14, 2026
FLC Capital Advisors	History	No change	5,828	211	0.03%	0.03%	715	0	0.0%	Q2 2026	Jul 20, 2026
LBMC INVESTMENT ADVISORS, LLC	History	No change	5,810	210	0.01%	0.01%	716	0	0.0%	Q2 2026	Aug 10, 2026
Freedom Investment Management, Inc.	History	No change	5,797	210	0.06%	0.06%	717	0	0.0%	Q2 2026	Aug 10, 2026
PROFFITT & GOODSON INC	History	No change	5,761	208	0.03%	0.03%	718	0	0.0%	Q2 2026	Jul 22, 2026
MLG Wealth Management DBA Pine Grove Financial Group	History	No change	5,707	206	0.02%	0.02%	719	0	0.0%	Q2 2026	Sep 02, 2026
Shearwater Capital LLC	History	No change	5,630	204	0.1%	0.1%	720	0	0.0%	Q2 2026	Jul 08, 2026
REGIMEN WEALTH, LLC	History	No change	5,612	203	0.05%	0.05%	721	0	0.0%	Q2 2026	Aug 05, 2026
Tribridge Partners Financial LLC	History	No change	5,696	203	0.08%	0.08%	722	0	0.0%	Q2 2026	Aug 04, 2026
WealthShield Partners, LLC	History	No change	5,581	202	0.03%	0.03%	723	0	0.0%	Q2 2026	Aug 12, 2026
American Financial Advisors, LLC	History	No change	5,596	202	0.02%	0.02%	724	0	0.0%	Q2 2026	Jul 14, 2026
OneAscent Wealth Management LLC	History	No change	5,581	202	0.06%	0.06%	725	0	0.0%	Q2 2026	Aug 11, 2026
ROFFMAN MILLER ASSOCIATES INC /PA/	History	No change	5,517	200	0.01%	0.01%	726	0	0.0%	Q2 2026	Jul 13, 2026
Dorato Capital Management	History	No change	5,075	185	0.13%	0.13%	727	0	0.0%	Q2 2026	Jul 13, 2026
Versant Capital Management, Inc	History	Reduced	5,002	182	0.02%	0.02%	728	-35	-0.69%	Q3 2026	Oct 01, 2026
BIRCHBROOK, INC.	History	No change	4,966	180	0.08%	0.08%	729	0	0.0%	Q2 2026	Jul 08, 2026
WealthCollab, LLC	History	No change	4,962	179	0.06%	0.06%	730	0	0.0%	Q2 2026	Aug 10, 2026
Evolution Advisers, Inc.	History	No change	4,908	177	0.07%	0.07%	731	0	0.0%	Q2 2026	Jul 31, 2026
Rossby Financial, LCC	History	No change	4,790	173	0.03%	0.03%	732	0	0.0%	Q2 2026	Aug 04, 2026
Ashton Thomas Private Wealth, LLC	History	No change	4,493	162	0.0%	0.0%	733	0	0.0%	Q2 2026	Jul 29, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	History	No change	4,347	157	0.0%	0.0%	734	0	0.0%	Q2 2026	Aug 13, 2026
Pinnacle Bancorp, Inc.	History	No change	4,147	150	0.04%	0.04%	735	0	0.0%	Q2 2026	Jul 28, 2026
Crewe Advisors LLC	History	No change	4,142	150	0.01%	0.01%	736	0	0.0%	Q2 2026	Jul 23, 2026
PETERSON WEALTH MANAGEMENT	History	No change	4,082	148	0.07%	0.07%	737	0	0.0%	Q2 2026	Jul 30, 2026
SouthState Bank Corp	History	No change	3,902	141	0.01%	0.01%	738	0	0.0%	Q2 2026	Aug 06, 2026
New Republic Capital, LLC	History	No change	3,887	140	0.03%	0.03%	739	0	0.0%	Q2 2026	Jul 31, 2026
ASSETMARK, INC	History	No change	3,851	139	0.0%	0.0%	740	0	0.0%	Q2 2026	Jul 30, 2026
HOWE & RUSLING INC	History	No change	3,820	138	0.01%	0.01%	741	0	0.0%	Q2 2026	Aug 10, 2026
ISLAY CAPITAL MANAGEMENT, LLC	History	No change	3,657	132	0.06%	0.06%	742	0	0.0%	Q2 2026	Aug 13, 2026
Steward Partners Investment Advisory, LLC	History	No change	3,543	128	0.0%	0.0%	743	0	0.0%	Q2 2026	Aug 13, 2026
SIMA Wealth Partners, LLC	History	No change	3,375	122	0.09%	0.09%	744	0	0.0%	Q2 2026	Jul 28, 2026
IFG Advisory, LLC	History	No change	3,208	116	0.0%	0.0%	745	0	0.0%	Q2 2026	Aug 13, 2026
CARDIFF PARK ADVISORS, LLC	History	No change	3,167	114	0.01%	0.01%	746	0	0.0%	Q2 2026	Aug 14, 2026
Cascades Capital Asset Management, LLC	History	No change	3,095	112	0.04%	0.04%	747	0	0.0%	Q2 2026	Aug 14, 2026
NATIONAL BANK OF CANADA /FI/	History	No change	3,105	111	0.0%	0.0%	748	0	0.0%	Q2 2026	Aug 10, 2026
Financial Management Professionals, Inc.	History	No change	2,984	108	0.01%	0.01%	749	0	0.0%	Q2 2026	Jul 09, 2026
Game Plan Financial Advisors, LLC	History	No change	3,005	108	0.04%	0.04%	750	0	0.0%	Q2 2026	Aug 07, 2026
Fairway Wealth LLC	History	No change	2,958	107	0.02%	0.02%	751	0	0.0%	Q2 2026	Jul 24, 2026
TD PRIVATE CLIENT WEALTH LLC	History	No change	2,913	105	0.0%	0.0%	752	0	0.0%	Q2 2026	Aug 04, 2026
Comprehensive Financial Planning, Inc./PA	History	No change	2,884	104	0.06%	0.06%	753	0	0.0%	Q2 2026	Aug 10, 2026
Newton One Investments LLC	History	No change	2,768	100	0.03%	0.03%	754	0	0.0%	Q2 2026	Jul 22, 2026
GS Investments, Inc.	History	No change	2,705	98	0.07%	0.07%	755	0	0.0%	Q2 2026	Aug 06, 2026
Smithfield Trust Co	History	No change	2,665	97	0.0%	0.0%	756	0	0.0%	Q2 2026	Aug 05, 2026
Parkside Financial Bank & Trust	History	No change	2,681	97	0.01%	0.01%	757	0	0.0%	Q2 2026	Sep 04, 2026
Glass Jacobson Investment Advisors llc	History	No change	2,700	97	0.03%	0.03%	758	0	0.0%	Q2 2026	Jul 30, 2026
MeadowBrook Investment Advisors LLC	History	No change	2,655	96	0.08%	0.08%	759	0	0.0%	Q2 2026	Jul 20, 2026
Wealth Enhancement Trust Services, Inc.	History	No change	2,631	95	0.01%	0.01%	760	0	0.0%	Q2 2026	Jul 22, 2026
Russell Investments Group, Ltd.	History	No change	2,562	92	0.0%	0.0%	761	0	0.0%	Q2 2026	Aug 06, 2026
ASHTON THOMAS SECURITIES, LLC	History	No change	2,389	86	0.01%	0.01%	762	0	0.0%	Q2 2026	Jul 27, 2026
HM PAYSON & CO	History	No change	2,251	81	0.0%	0.0%	763	0	0.0%	Q2 2026	Jul 17, 2026
Signature Resources Capital Management, LLC	History	No change	2,184	79	0.03%	0.03%	764	0	0.0%	Q2 2026	Jul 13, 2026
AMERIFLEX GROUP, INC.	History	No change	2,185	79	0.03%	0.03%	765	0	0.0%	Q2 2026	Aug 13, 2026
Prudent Man Investment Management, Inc.	History	No change	2,371	77	0.03%	0.03%	766	0	0.0%	Q2 2026	Jul 28, 2026
HOLLENCREST CAPITAL MANAGEMENT	History	No change	2,061	74	0.0%	0.0%	767	0	0.0%	Q2 2026	Aug 13, 2026
BAYBAN	History	No change	2,032	73	0.06%	0.06%	768	0	0.0%	Q2 2026	Jul 30, 2026
Triumph Capital Management	History	No change	2,010	72	0.01%	0.01%	769	0	0.0%	Q2 2026	Jul 20, 2026
Burk Holdings LLC	History	No change	1,992	72	0.03%	0.03%	770	0	0.0%	Q2 2026	Aug 12, 2026
Ascentis Wealth Management, LLC	History	No change	1,974	71	0.01%	0.01%	771	0	0.0%	Q2 2026	Jul 30, 2026
GILL CAPITAL PARTNERS, LLC	History	No change	1,932	70	0.02%	0.02%	772	0	0.0%	Q2 2026	Aug 20, 2026
Glassman Wealth Services	History	No change	1,939	70	0.01%	0.01%	773	0	0.0%	Q2 2026	Aug 05, 2026
Piscataqua Savings Bank	History	No change	1,925	69	0.05%	0.05%	774	0	0.0%	Q2 2026	Jul 09, 2026
Vanguard National Trust Co	History	No change	1,919	69	0.0%	0.0%	775	0	0.0%	Q2 2026	Aug 13, 2026
Hurley Capital, LLC	History	No change	1,786	64	0.03%	0.03%	776	0	0.0%	Q2 2026	Aug 10, 2026
NBT BANK, N.A.	History	No change	1,725	62	0.0%	0.0%	777	0	0.0%	Q2 2026	Jul 29, 2026
Activest Wealth Management	History	No change	1,642	59	0.01%	0.01%	778	0	0.0%	Q2 2026	Jul 16, 2026
Brooklyn FI, LLC	History	No change	1,594	57	0.01%	0.01%	779	0	0.0%	Q2 2026	Aug 04, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC	History	No change	1,558	56	0.0%	0.0%	780	0	0.0%	Q2 2026	Aug 03, 2026
Pinnacle Wealth Planning Services, Inc.	History	No change	1,505	54	0.01%	0.01%	781	0	0.0%	Q2 2026	Aug 07, 2026
Colonial Trust Co / SC	History	No change	1,500	54	0.01%	0.01%	782	0	0.0%	Q2 2026	Aug 11, 2026
COMPASS FINANCIAL MANAGEMENT LLC	History	No change	1,464	53	0.01%	0.01%	783	0	0.0%	Q2 2026	Aug 12, 2026
TOMPKINS FINANCIAL CORP	History	No change	1,418	51	0.0%	0.0%	784	0	0.0%	Q3 2026	Oct 05, 2026
Tradewinds Capital Management, LLC	History	No change	1,346	48	0.01%	0.01%	785	0	0.0%	Q2 2026	Jul 23, 2026
TFC Financial Management, Inc.	History	No change	1,307	47	0.01%	0.01%	786	0	0.0%	Q2 2026	Jul 23, 2026
Joseph Group Capital Management	History	No change	1,249	45	0.01%	0.01%	787	0	0.0%	Q2 2026	Aug 06, 2026
Institute for Wealth Management, LLC.	History	No change	1,226	44	0.0%	0.0%	788	0	0.0%	Q2 2026	Jul 28, 2026
Spire Wealth Management	History	No change	1,214	44	0.0%	0.0%	789	0	0.0%	Q2 2026	Jul 15, 2026
Align Financial, LLC	History	No change	1,235	44	0.02%	0.02%	790	0	0.0%	Q2 2026	Jul 27, 2026
LifeSteps Financial, Inc.	History	No change	1,190	43	0.02%	0.02%	791	0	0.0%	Q2 2026	Jul 17, 2026
GODSEY & GIBB, INC	History	No change	1,084	39	0.0%	0.0%	792	0	0.0%	Q2 2026	Jul 13, 2026
HOEY INVESTMENTS, INC	History	No change	1,100	39	0.01%	0.01%	793	0	0.0%	Q2 2026	Jul 27, 2026
PIN OAK INVESTMENT ADVISORS INC	History	No change	1,054	38	0.03%	0.03%	794	0	0.0%	Q2 2026	Aug 18, 2026
Physician Wealth Advisors, Inc.	History	No change	1,067	38	0.0%	0.0%	795	0	0.0%	Q2 2026	Jul 20, 2026
Topsail Wealth Management, LLC	History	No change	1,065	38	0.0%	0.0%	796	0	0.0%	Q2 2026	Aug 13, 2026
MANNING & NAPIER ADVISORS LLC	History	No change	1,040	37	0.0%	0.0%	797	0	0.0%	Q2 2026	Aug 13, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/	History	No change	942	34	0.01%	0.01%	798	0	0.0%	Q2 2026	Sep 18, 2026
Morton Brown Family Wealth, LLC	History	No change	891	32	0.01%	0.01%	799	0	0.0%	Q2 2026	Jul 21, 2026
FINANCIAL CONSULATE, INC	History	No change	871	31	0.0%	0.0%	800	0	0.0%	Q2 2026	Jul 23, 2026
Blue Trust, Inc.	History	No change	859	31	0.0%	0.0%	801	0	0.0%	Q2 2026	Jul 21, 2026
Lodestone Wealth Management LLC	History	No change	852	30	0.01%	0.01%	802	0	0.0%	Q2 2026	Jul 23, 2026
Strategic Investment Solutions, Inc. /IL	History	No change	782	28	0.01%	0.01%	803	0	0.0%	Q2 2026	Jul 08, 2026
Cheviot Value Management, LLC	History	No change	758	27	0.0%	0.0%	804	0	0.0%	Q2 2026	Aug 06, 2026
PFS Partners, LLC	History	No change	739	26	0.01%	0.01%	805	0	0.0%	Q2 2026	Jul 20, 2026
Arlington Trust Co LLC	History	No change	698	25	0.0%	0.0%	806	0	0.0%	Q2 2026	Jul 07, 2026
Timbuktu Capital Management, LLC	History	No change	700	25	0.04%	0.04%	807	0	0.0%	Q2 2026	Aug 13, 2026
Tower Research Capital LLC (TRC)	History	No change	682	24	0.0%	0.0%	808	0	0.0%	Q2 2026	Aug 11, 2026
Whipplewood Advisors, LLC	History	No change	652	23	0.02%	0.02%	809	0	0.0%	Q2 2026	Jul 27, 2026
Blume Capital Management, Inc.	History	No change	613	22	0.0%	0.0%	810	0	0.0%	Q2 2026	Jul 27, 2026
JDM Financial Group LLC	History	No change	618	22	0.01%	0.01%	811	0	0.0%	Q2 2026	Aug 17, 2026
BROWN BROTHERS HARRIMAN & CO	History	No change	602	21	0.0%	0.0%	812	0	0.0%	Q2 2026	Aug 12, 2026
Atlantic Edge Private Wealth Management, LLC	History	No change	592	21	0.0%	0.0%	813	0	0.0%	Q2 2026	Jul 23, 2026
True Wealth Design, LLC	History	No change	539	19	0.0%	0.0%	814	0	0.0%	Q2 2026	Jul 16, 2026
GABLES CAPITAL MANAGEMENT INC.	History	No change	500	18	0.01%	0.01%	815	0	0.0%	Q2 2026	Aug 07, 2026
American Capital Advisory, LLC	History	No change	515	18	0.01%	0.01%	816	0	0.0%	Q2 2026	Jul 28, 2026
PFC CAPITAL GROUP, INC.	History	No change	480	17	0.01%	0.01%	817	0	0.0%	Q2 2026	Aug 05, 2026
Friedenthal Financial	History	No change	442	16	0.01%	0.01%	818	0	0.0%	Q2 2026	Jul 13, 2026
Key FInancial Inc	History	No change	452	16	0.0%	0.0%	819	0	0.0%	Q2 2026	Jul 24, 2026
DHJJ Financial Advisors, Ltd.	History	No change	466	16	0.0%	0.0%	820	0	0.0%	Q2 2026	Jul 24, 2026
Barnes Dennig Private Wealth Management LLC	History	No change	455	16	0.01%	0.01%	821	0	0.0%	Q2 2026	Jul 15, 2026
Gladwyn Financial Advisors, Inc.	History	No change	465	16	0.01%	0.01%	822	0	0.0%	Q3 2026	Oct 05, 2026
MOTCO	History	No change	421	15	0.0%	0.0%	823	0	0.0%	Q2 2026	Jul 31, 2026
Legacy Bridge, LLC	History	No change	440	15	0.0%	0.0%	824	0	0.0%	Q2 2026	Aug 13, 2026
Continuum Advisory, LLC	History	No change	423	15	0.0%	0.0%	825	0	0.0%	Q2 2026	Aug 06, 2026
Quent Capital, LLC	History	No change	425	15	0.0%	0.0%	826	0	0.0%	Q2 2026	Aug 07, 2026
Milestone Investment Advisors LLC	History	No change	423	15	0.0%	0.0%	827	0	0.0%	Q2 2026	Aug 14, 2026
CrossGen Wealth, LLC	History	No change	439	15	0.01%	0.01%	828	0	0.0%	Q2 2026	Jul 24, 2026
HAZLETT, BURT & WATSON, INC.	History	No change	375	14	0.0%	0.0%	829	0	0.0%	Q2 2026	Jul 30, 2026
Providence Capital Advisors, LLC	History	No change	396	14	0.0%	0.0%	830	0	0.0%	Q2 2026	Aug 11, 2026
Orion Capital Management LLC	History	No change	394	14	0.0%	0.0%	831	0	0.0%	Q2 2026	Aug 17, 2026
Delos Wealth Advisors, LLC	History	No change	400	14	0.01%	0.01%	832	0	0.0%	Q2 2026	Aug 14, 2026
Ritter Daniher Financial Advisory LLC / DE	History	No change	392	14	0.0%	0.0%	833	0	0.0%	Q2 2026	Jul 14, 2026
Oakworth Capital, Inc.	History	No change	381	13	0.0%	0.0%	834	0	0.0%	Q2 2026	Jul 22, 2026
Your Advocates Ltd., LLP	History	No change	377	13	0.0%	0.0%	835	0	0.0%	Q2 2026	Aug 05, 2026
Harborfront Financial Group LLC	History	No change	359	13	0.05%	0.05%	836	0	0.0%	Q2 2026	Aug 07, 2026
Hamilton Point Investment Advisors, LLC	History	No change	345	12	0.0%	0.0%	837	0	0.0%	Q2 2026	Jul 28, 2026
Wilkerson Advisory Group LLC	History	No change	351	12	0.0%	0.0%	838	0	0.0%	Q2 2026	Jul 21, 2026
HUNTINGTON NATIONAL BANK	History	No change	305	11	0.0%	0.0%	839	0	0.0%	Q2 2026	Aug 13, 2026
ROTHSCHILD INVESTMENT LLC	History	No change	319	11	0.0%	0.0%	840	0	0.0%	Q2 2026	Aug 06, 2026
Keating Financial Advisory Services, Inc.	History	No change	326	11	0.0%	0.0%	841	0	0.0%	Q2 2026	Aug 11, 2026
CNB Bank	History	No change	296	10	0.0%	0.0%	842	0	0.0%	Q2 2026	Aug 06, 2026
Cornerstone Planning Group LLC	History	No change	299	10	0.0%	0.0%	843	0	0.0%	Q2 2026	Jul 29, 2026
Fairman Group, LLC	History	No change	282	10	0.01%	0.01%	844	0	0.0%	Q2 2026	Aug 04, 2026
Horrell Capital Management, Inc.	History	No change	251	9	0.0%	0.0%	845	0	0.0%	Q2 2026	Jul 16, 2026
Sellwood Investment Partners LLC	History	No change	269	9	0.0%	0.0%	846	0	0.0%	Q2 2026	Jul 27, 2026
Allied Private Wealth LLC	History	No change	256	9	0.01%	0.01%	847	0	0.0%	Q2 2026	Jul 09, 2026
CX Institutional	History	No change	222	8	0.0%	0.0%	848	0	0.0%	Q3 2026	Oct 02, 2026
Kozak & Associates, Inc.	History	No change	226	8	0.0%	0.0%	849	0	0.0%	Q2 2026	Jul 02, 2026
Davis Capital Management	History	No change	237	8	0.0%	0.0%	850	0	0.0%	Q2 2026	Jul 16, 2026
REAP Financial Group, LLC	History	No change	226	8	0.0%	0.0%	851	0	0.0%	Q2 2026	Aug 04, 2026
DiNuzzo Private Wealth, Inc.	History	No change	200	7	0.0%	0.0%	852	0	0.0%	Q2 2026	Jul 10, 2026
Hamrick Investment Counsel, llc	History	No change	200	7	0.0%	0.0%	853	0	0.0%	Q2 2026	Aug 13, 2026
Westside Investment Management, Inc.	History	No change	170	6	0.0%	0.0%	854	0	0.0%	Q2 2026	Jul 27, 2026
Main Street Group, LTD	History	No change	192	6	0.0%	0.0%	855	0	0.0%	Q2 2026	Jul 13, 2026
Strategic Wealth Partners, Ltd.	History	No change	165	5	0.0%	0.0%	856	0	0.0%	Q2 2026	Aug 12, 2026
Archer Investment Corp	History	No change	145	5	0.0%	0.0%	857	0	0.0%	Q2 2026	Aug 03, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management	History	No change	165	5	0.0%	0.0%	858	0	0.0%	Q2 2026	Aug 11, 2026
Atlantic Union Bankshares Corp	History	No change	127	4	0.0%	0.0%	859	0	0.0%	Q2 2026	Aug 11, 2026
PROSPERITY BANCSHARES INC	History	No change	120	4	0.0%	0.0%	860	0	0.0%	Q2 2026	Aug 14, 2026
Community Bank, N.A.	History	No change	133	4	0.0%	0.0%	861	0	0.0%	Q2 2026	Aug 13, 2026
Solstein Capital, LLC	History	No change	119	4	0.0%	0.0%	862	0	0.0%	Q2 2026	Aug 12, 2026
First Pacific Financial	History	No change	137	4	0.0%	0.0%	863	0	0.0%	Q2 2026	Jul 20, 2026
Pillar Financial Advisors, LLC	History	No change	111	4	0.0%	0.0%	864	0	0.0%	Q2 2026	Jul 24, 2026
DELTA ASSET MANAGEMENT LLC/TN	History	No change	100	3	0.0%	0.0%	865	0	0.0%	Q2 2026	Aug 10, 2026
BOK Financial Private Wealth, Inc.	History	No change	85	3	0.0%	0.0%	866	0	0.0%	Q2 2026	Aug 07, 2026
Transamerica Financial Advisors, LLC	History	No change	109	3	0.0%	0.0%	867	0	0.0%	Q2 2026	Aug 14, 2026
ATMOS ADVISORY, LLC	History	No change	109	3	0.0%	0.0%	868	0	0.0%	Q3 2026	Oct 06, 2026
Greykasell Wealth Strategies, Inc.	History	No change	92	3	0.0%	0.0%	869	0	0.0%	Q2 2026	Aug 11, 2026
Kiker Wealth Management, LLC	History	No change	102	3	0.0%	0.0%	870	0	0.0%	Q2 2026	Jul 30, 2026
Silver Grove Financial Group, Inc.	History	No change	94	3	0.0%	0.0%	871	0	0.0%	Q2 2026	Aug 13, 2026
VALLEY WEALTH MANAGERS, INC.	History	No change	79	2	0.0%	0.0%	872	0	0.0%	Q2 2026	Aug 04, 2026
Salomon & Ludwin, LLC	History	No change	71	2	0.0%	0.0%	873	0	0.0%	Q2 2026	Aug 07, 2026
Founders Financial Alliance, LLC	History	No change	70	2	0.0%	0.0%	874	0	0.0%	Q2 2026	Aug 04, 2026
Mowery & Schoenfeld Wealth Management, LLC	History	No change	56	2	0.0%	0.0%	875	0	0.0%	Q2 2026	Aug 05, 2026
Glen Eagle Advisors, LLC	History	No change	75	2	0.0%	0.0%	876	0	0.0%	Q2 2026	Aug 14, 2026
Noble Wealth Management PBC	History	New	41	1	0.0%	—	890	+41	New	Q3 2026	Oct 01, 2026
BROWN, LISLE/CUMMINGS, INC.	History	No change	47	1	0.0%	0.0%	877	0	0.0%	Q2 2026	Sep 02, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	History	No change	48	1	0.0%	0.0%	878	0	0.0%	Q2 2026	Jul 24, 2026
TRUST CO OF VERMONT	History	No change	33	1	0.0%	0.0%	879	0	0.0%	Q2 2026	Aug 07, 2026
Trust Co	History	No change	35	1	0.0%	0.0%	880	0	0.0%	Q2 2026	Jul 10, 2026
Avion Wealth	History	No change	38	1	0.0%	0.0%	881	0	0.0%	Q2 2026	Jul 31, 2026
BELLEVUE ASSET MANAGEMENT, LLC	History	No change	40	1	0.0%	0.0%	882	0	0.0%	Q2 2026	Aug 04, 2026
RMG Wealth Management LLC	History	No change	37	1	0.0%	0.0%	883	0	0.0%	Q2 2026	Aug 13, 2026
MARYLAND CAPITAL ADVISORS INC.	History	No change	39	1	0.0%	0.0%	884	0	0.0%	Q2 2026	Jul 17, 2026
Frazier Financial Advisors, LLC	History	No change	36	1	0.0%	0.0%	885	0	0.0%	Q2 2026	Aug 10, 2026
EVOLUTION WEALTH MANAGEMENT INC.	History	No change	37	1	0.0%	0.0%	886	0	0.0%	Q2 2026	Jul 21, 2026
Mosley Wealth Management	History	No change	31	1	0.0%	0.0%	887	0	0.0%	Q2 2026	Jul 23, 2026
Graney & King, LLC	History	No change	28	1	0.0%	0.0%	888	0	0.0%	Q2 2026	Aug 07, 2026
MCGUIRE CAPITAL ADVISORS INC	History	No change	31	1	0.0%	0.0%	889	0	0.0%	Q2 2026	Aug 14, 2026
CENTRAL TRUST Co	History	No change	19	0	—	—	—	0	0.0%	Q2 2026	Jul 31, 2026
TOTH FINANCIAL ADVISORY CORP	History	No change	1	0	—	—	—	0	0.0%	Q2 2026	Jul 14, 2026
GW&K Investment Management, LLC	History	No change	4	0	—	—	—	0	0.0%	Q2 2026	Aug 12, 2026
HARBOR INVESTMENT ADVISORY, LLC	History	No change	15	0	—	—	—	0	0.0%	Q2 2026	Jul 07, 2026
SIMPLEX TRADING, LLC	History	No change	2	0	—	—	—	0	0.0%	Q2 2026	Aug 12, 2026
Wagner Wealth Management, LLC	History	No change	5	0	—	—	—	0	0.0%	Q2 2026	Jul 24, 2026
NWK Group, Inc.	History	No change	2	0	—	—	—	0	0.0%	Q2 2026	Aug 10, 2026
Cordgrass Capital Advisors, LLC	History	No change	15	0	—	—	—	0	0.0%	Q2 2026	Aug 06, 2026
Register Financial Advisors LLC	History	No change	13	0	—	—	—	0	0.0%	Q2 2026	Jul 15, 2026
Redwood Park Advisors LLC	History	No change	20	0	—	—	—	0	0.0%	Q2 2026	Aug 11, 2026
BLUELINE ADVISORS LLC	History	No change	10	0	—	—	—	0	0.0%	Q2 2026	Jul 27, 2026